2023 Form 5500 filing — Herskovitz & Wynn 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 20241014101646NAL0013116051001) for Herskovitz & Wynn Profit Sharing Plan, reported by Herskovitz & Wynn Pc under EIN 25-1348698 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014101646NAL0013116051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Herskovitz & Wynn Pc
- EIN
- 25-1348698
- Plan number
- 002
- Location
- Aliquippa, PA
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $819,034
- Net assets (EOY)
- $819,034
- Employer contributions
- $5,517
- Total income / additions
- $111,478
- Benefits paid
- $65,496
- Total expenses
- $65,496
- Net increase / (decrease)
- $45,982
- Schedule source
- Schedule I