Weissberg & Speller, C.P.A'S., P.C. Retirement Plan & Trust — Form 5500 plan (Weissberg & Speller, C.P.A'S., 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, Weissberg & Speller, C.P.A'S., P.C. Retirement Plan & Trust is a benefit plan reported by Weissberg & Speller, C.P.A'S., P.C. under EIN 11-3179015 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $5,425,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weissberg & Speller, C.P.A'S., P.C.
- EIN
- 11-3179015
- Plan number
- 001
- Plan type
- 2
- Location
- Levittown, NY
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $5,425,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240722152519NAL0006535827001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,425,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,425,529
- Net assets (BOY)
- $3,947,945
Income & contributions
- Employer contributions
- $33,811
- Participant contributions
- $0
- Total income / additions
- $1,633,452
Expenses & distributions
- Benefits paid
- $145,405
- Administrative expenses
- $10,463
- Total expenses
- $155,868
- Net increase / (decrease)
- $1,477,584
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.