Whitbeck Benedict & Smith Llp - 401k — Form 5500 plan (Whitbeck Benedict & Smith 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, Whitbeck Benedict & Smith Llp - 401k is a benefit plan reported by Whitbeck Benedict & Smith Llp under EIN 14-1773001 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $1,907,494 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whitbeck Benedict & Smith Llp
- EIN
- 14-1773001
- Plan number
- 001
- Plan type
- 2
- Location
- Hudson, NY
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $1,907,494
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240724122155NAL0012934769001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,907,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,907,494
- Net assets (BOY)
- $1,617,547
Income & contributions
- Employer contributions
- $6,267
- Participant contributions
- $3,900
- Total income / additions
- $349,453
Expenses & distributions
- Benefits paid
- $59,081
- Administrative expenses
- $425
- Total expenses
- $59,506
- Net increase / (decrease)
- $289,947
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.