Plan5500

2023 Form 5500 filing — Wilson, Elser, Moskowitz, Edelman & Dicker Llp Partners' Defined Contribution 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 20241015123200NAL0016392499001) for Wilson, Elser, Moskowitz, Edelman & Dicker Llp Partners' Defined Contribution Plan, reported by Wilson, Elser, Moskowitz, Edelman & Dicker Llp under EIN 13-2679447 and plan number 102. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015123200NAL0016392499001
Filing year
2023
Form type
2
Plan sponsor
Wilson, Elser, Moskowitz, Edelman & Dicker Llp
EIN
13-2679447
Plan number
102
Location
New York, NY
Participants
375
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$53,639,890
Total liabilities (EOY)
$0
Net assets (EOY)
$53,639,890
Employer contributions
$3,409,632
Total income / additions
$10,476,847
Benefits paid
$5,819,693
Administrative expenses
$406,308
Total expenses
$6,226,001
Net increase / (decrease)
$4,250,846
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Smith Barney LLCCUSTODIAN$190,375not reported in the loaded dataset
Broadridge/Matrix Trust CompanyTRUSTEE$48,478not reported in the loaded dataset
Dolan Mceniry Capital ManagementINVESTMENT ADVISORY$44,143not reported in the loaded dataset
ConnorsINVESTMENT ADVISORY$22,944not reported in the loaded dataset
Advent Capital Management LLCINVESTMENT ADVISORY$20,001not reported in the loaded dataset
Wilshire Advisors LLCINVESTMENT ADVISORY$0$0

Related Form 5500 pages