Plan5500

Wolf, Greenfield & Sacks, P.C. 401(K) Plan — Form 5500 plan (Wolf, Greenfield & Sacks, P.C.)

Plain-English plan 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, Wolf, Greenfield & Sacks, P.C. 401(K) Plan is a benefit plan reported by Wolf, Greenfield & Sacks, P.C. under EIN 04-2613631 and plan number 004. The latest loaded filing year is 2023. The filing reports 583 participants and $180,219,302 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wolf, Greenfield & Sacks, P.C.
EIN
04-2613631
Plan number
004
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
583
End-of-year plan assets
$180,219,302

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023583H, C20240920134101NAL0013213888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$180,219,302
Total liabilities (EOY)
$0
Net assets (EOY)
$180,219,302
Net assets (BOY)
$147,191,110

Income & contributions

Employer contributions
$4,572,682
Participant contributions
$5,727,417
Total contributions
$13,553,441
Total income / additions
$41,925,939

Expenses & distributions

Benefits paid
$8,735,389
Administrative expenses
$162,160
Total expenses
$8,897,747
Net increase / (decrease)
$33,028,192

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SrvsRETAINED BY EMPLOYER$116,310$02023
Fiducient AdvisorsRETAINED BY CLIENT$22,500not reported in the loaded dataset2023
Cbiz Cpas P.C.RETAINED BY CLIENT$19,000not reported in the loaded dataset2023

Related Form 5500 pages