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, Wilentz, Goldman, & Spitzer, P.A. 401(K) Plan is a benefit plan reported by Wilentz, Goldman & Spitzer, P.A. under EIN 22-2292919 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $88,524,761 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,524,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,524,761
- Net assets (BOY)
- $81,954,093
Income & contributions
- Employer contributions
- $1,681,058
- Participant contributions
- $2,107,472
- Total contributions
- $3,948,808
- Total income / additions
- $16,067,021
Expenses & distributions
- Benefits paid
- $9,403,387
- Administrative expenses
- $92,966
- Total expenses
- $9,496,353
- Net increase / (decrease)
- $6,570,668