W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust — Form 5500 plan (W G Shaheen & Associates Ltd)
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, W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust is a benefit plan reported by W G Shaheen & Associates Ltd under EIN 16-1577084 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $2,283,003 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W G Shaheen & Associates Ltd
- EIN
- 16-1577084
- Plan number
- 001
- Plan type
- 2
- Location
- Webster, NY
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $2,283,003
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240502112620NAL0017230945001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,283,003
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,283,003
- Net assets (BOY)
- $1,616,701
Income & contributions
- Employer contributions
- $67,843
- Participant contributions
- $231,879
- Total income / additions
- $777,966
Expenses & distributions
- Benefits paid
- $111,504
- Administrative expenses
- $160
- Total expenses
- $111,664
- Net increase / (decrease)
- $666,302
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.