Wilson, Elser, Moskowitz, Edelman & Dicker Llp Partners' Defined Contribution Plan — Form 5500 plan (Wilson, Elser, Moskowitz, Edelman & Dicker Llp)
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, Wilson, Elser, Moskowitz, Edelman & Dicker Llp Partners' Defined Contribution Plan is a benefit plan reported by Wilson, Elser, Moskowitz, Edelman & Dicker Llp under EIN 13-2679447 and plan number 102. The latest loaded filing year is 2023. The filing reports 375 participants and $53,639,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilson, Elser, Moskowitz, Edelman & Dicker Llp
- EIN
- 13-2679447
- Plan number
- 102
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $53,639,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20241015123200NAL0016392499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,639,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,639,890
- Net assets (BOY)
- $49,389,044
Income & contributions
- Employer contributions
- $3,409,632
- Total contributions
- $3,409,632
- Total income / additions
- $10,476,847
Expenses & distributions
- Benefits paid
- $5,819,693
- Administrative expenses
- $406,308
- Total expenses
- $6,226,001
- Net increase / (decrease)
- $4,250,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | CUSTODIAN | $190,375 | not reported in the loaded dataset | 2023 |
| Broadridge/Matrix Trust Company | TRUSTEE | $48,478 | not reported in the loaded dataset | 2023 |
| Dolan Mceniry Capital Management | INVESTMENT ADVISORY | $44,143 | not reported in the loaded dataset | 2023 |
| Connors | INVESTMENT ADVISORY | $22,944 | not reported in the loaded dataset | 2023 |
| Advent Capital Management LLC | INVESTMENT ADVISORY | $20,001 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wilson, Elser, Moskowitz, Edelman & Dicker Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Broadridge/Matrix Trust Company — Schedule C compensation
- Dolan Mceniry Capital Management — Schedule C compensation
- Connors — Schedule C compensation
- Advent Capital Management LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation