2023 Form 5500 filing — Siebert Williams Shank & Co., LLC 401k Savings 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 20240917125324NAL0002818529001) for Siebert Williams Shank & Co., LLC 401k Savings Plan, reported by Siebert Williams Shank & Co., LLC under EIN 13-3932653 and plan number 002. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917125324NAL0002818529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Siebert Williams Shank & Co., LLC
- EIN
- 13-3932653
- Plan number
- 002
- Location
- New York City, NY
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,234,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,234,701
- Employer contributions
- $1,102,376
- Participant contributions
- $2,652,739
- Total income / additions
- $11,746,732
- Benefits paid
- $4,947,649
- Administrative expenses
- $1,810
- Total expenses
- $4,949,459
- Net increase / (decrease)
- $6,797,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $1,720 | not reported in the loaded dataset |