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, Windels Marx Lane & Mittendorf, Llp Retirement Plan And Trust is a benefit plan reported by Windels Marx Lane & Mittendorf, Llp under EIN 13-2773235 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $36,858,819 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,858,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,858,819
- Net assets (BOY)
- $30,633,658
Income & contributions
- Employer contributions
- $1,323,690
- Total contributions
- $1,323,690
- Total income / additions
- $6,913,501
Expenses & distributions
- Benefits paid
- $640,166
- Administrative expenses
- $48,174
- Total expenses
- $688,340
- Net increase / (decrease)
- $6,225,161