2023 Form 5500 filing — Horing Welikson Rosen & Digrugilliers P.C. 401(K) Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909114854NAL0004468817001) for Horing Welikson Rosen & Digrugilliers P.C. 401(K) Profit Sharing Plan, reported by Horing Welikson Rosen & Digrugilliers Pc under EIN 11-3135794 and plan number 001. It reports 29 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240909114854NAL0004468817001
Filing year
2023
Form type
2
Plan sponsor
Horing Welikson Rosen & Digrugilliers Pc
EIN
11-3135794
Plan number
001
Location
Williston Park, NY
Participants
29
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,603,712
Total liabilities (EOY)
$0
Net assets (EOY)
$3,603,712
Employer contributions
$45,968
Participant contributions
$211,466
Total income / additions
$766,581
Benefits paid
$219
Administrative expenses
$14,810
Total expenses
$15,029
Net increase / (decrease)
$751,552
Schedule source
Schedule I

Related Form 5500 pages