2023 Form 5500 filing — Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins, 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 20240927095046NAL0001844545001) for Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins, P.C. 401(K) Profit Sharing Plan, reported by Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins, P.C. under EIN 22-2405729 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927095046NAL0001844545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins, P.C.
- EIN
- 22-2405729
- Plan number
- 001
- Location
- Springfield, NJ
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,573,323
- Total liabilities (EOY)
- $10,595
- Net assets (EOY)
- $13,562,728
- Employer contributions
- $664,797
- Participant contributions
- $601,930
- Total income / additions
- $3,432,049
- Benefits paid
- $1,120,746
- Administrative expenses
- $1,334
- Total expenses
- $1,122,080
- Net increase / (decrease)
- $2,309,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prime Pensions, Inc. | TPA | $0 | $8,820 |