Horing Welikson Rosen & Digrugilliers P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Horing Welikson Rosen & Digrugilliers Pc)
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, Horing Welikson Rosen & Digrugilliers P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Horing Welikson Rosen & Digrugilliers Pc under EIN 11-3135794 and plan number 001. The latest loaded filing year is 2023. The filing reports 29 participants and $3,603,712 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horing Welikson Rosen & Digrugilliers Pc
- EIN
- 11-3135794
- Plan number
- 001
- Plan type
- 2
- Location
- Williston Park, NY
- Latest filing year
- 2023
- Participants
- 29
- End-of-year plan assets
- $3,603,712
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 29 | I | 20240909114854NAL0004468817001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,603,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,603,712
- Net assets (BOY)
- $2,852,160
Income & contributions
- Employer contributions
- $45,968
- Participant contributions
- $211,466
- Total income / additions
- $766,581
Expenses & distributions
- Benefits paid
- $219
- Administrative expenses
- $14,810
- Total expenses
- $15,029
- Net increase / (decrease)
- $751,552
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.