Weitz & Luxenberg Employee Savings Plan — Form 5500 plan (Weitz & Luxenberg, 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, Weitz & Luxenberg Employee Savings Plan is a benefit plan reported by Weitz & Luxenberg, P.C. under EIN 13-3607351 and plan number 001. The latest loaded filing year is 2023. The filing reports 531 participants and $37,096,171 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weitz & Luxenberg, P.C.
EIN
13-3607351
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
531
End-of-year plan assets
$37,096,171

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023531H, C20241010091514NAL0019859073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,096,171
Total liabilities (EOY)
$0
Net assets (EOY)
$37,096,171
Net assets (BOY)
$31,474,539

Income & contributions

Employer contributions
$972,544
Participant contributions
$2,283,693
Total contributions
$3,303,481
Total income / additions
$8,478,681

Expenses & distributions

Benefits paid
$2,746,842
Administrative expenses
$110,207
Total expenses
$2,857,049
Net increase / (decrease)
$5,621,632

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Life Insurance CompanyRECORDKEEPER$101,965not reported in the loaded dataset2023
Equitable Life Insurance CompanyRECORDKEEPER$29,460not reported in the loaded dataset2023

Related Form 5500 pages