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 Profit Sharing 401(K) Plan is a benefit plan reported by Windels Marx Lane & Mittendorf, Llp under EIN 13-2773235 and plan number 002. The latest loaded filing year is 2023. The filing reports 274 participants and $58,421,834 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,421,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,421,834
- Net assets (BOY)
- $48,191,064
Income & contributions
- Participant contributions
- $2,926,070
- Total contributions
- $3,285,579
- Total income / additions
- $12,615,071
Expenses & distributions
- Benefits paid
- $2,305,771
- Administrative expenses
- $78,530
- Total expenses
- $2,384,301
- Net increase / (decrease)
- $10,230,770