2023 Form 5500 filing — Pwp 401(K) 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 20251204151353NAL0002280689001) for Pwp 401(K) Plan, reported by Pwp Employer Lp under EIN 81-3881290 and plan number 001. It reports 1,025 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251204151353NAL0002280689001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Pwp Employer Lp
- EIN
- 81-3881290
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,025
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,023,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,023,642
- Employer contributions
- $4,140,048
- Participant contributions
- $9,124,516
- Total income / additions
- $38,894,388
- Benefits paid
- $9,204,000
- Administrative expenses
- $234,777
- Total expenses
- $9,440,997
- Net increase / (decrease)
- $29,453,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Leafhouse Financial Advisors LLC | ADVISOR | $151,343 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $83,634 | $0 |