Wolf-Gordon, Inc. Profit Sharing Plan — Form 5500 plan (Wolf-Gordon, Inc.)
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-Gordon, Inc. Profit Sharing Plan is a benefit plan reported by Wolf-Gordon, Inc. under EIN 13-2589761 and plan number 003. The latest loaded filing year is 2023. The filing reports 121 participants and $15,793,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wolf-Gordon, Inc.
- EIN
- 13-2589761
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $15,793,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20241002141249NAL0004069875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,793,018
- Total liabilities (EOY)
- $28,435
- Net assets (EOY)
- $15,764,583
- Net assets (BOY)
- $12,537,151
Income & contributions
- Employer contributions
- $42,006
- Participant contributions
- $1,096,183
- Total contributions
- $1,409,489
- Total income / additions
- $3,494,263
Expenses & distributions
- Benefits paid
- $166,566
- Administrative expenses
- $100,265
- Total expenses
- $266,831
- Net increase / (decrease)
- $3,227,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Invesment Services LLC | INVESTMENT ADVISOR | $63,306 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,179 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $9,141 | $0 | 2023 |
| Altigro Pension Services Inc | CONTRACT ADMIN | $3,174 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wolf-Gordon, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Kestra Invesment Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Altigro Pension Services Inc — Schedule C compensation