2023 Form 5500 filing — Windels Marx Lane & Mittendorf, Llp Retirement Plan And Trust
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 20241013211002NAL0012653059001) for Windels Marx Lane & Mittendorf, Llp Retirement Plan And Trust, reported by Windels Marx Lane & Mittendorf, Llp under EIN 13-2773235 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013211002NAL0012653059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Windels Marx Lane & Mittendorf, Llp
- EIN
- 13-2773235
- Plan number
- 001
- Location
- New York, NY
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,858,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,858,819
- Employer contributions
- $1,323,690
- Total income / additions
- $6,913,501
- Benefits paid
- $640,166
- Administrative expenses
- $48,174
- Total expenses
- $688,340
- Net increase / (decrease)
- $6,225,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Capital Group LLC | NONE | $25,799 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $22,376 | $0 |