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. Pension Plan is a benefit plan reported by Wilentz, Goldman, & Spitzer, P.A. under EIN 22-2292919 and plan number 046. The latest loaded filing year is 2023. The filing reports 150 participants and $12,219,639 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,219,639
- Total liabilities (EOY)
- $30,801
- Net assets (EOY)
- $12,188,838
- Net assets (BOY)
- $11,168,127
Income & contributions
- Employer contributions
- $500,000
- Participant contributions
- $0
- Total contributions
- $500,000
- Total income / additions
- $1,941,940
Expenses & distributions
- Benefits paid
- $885,919
- Administrative expenses
- $35,310
- Total expenses
- $921,229
- Net increase / (decrease)
- $1,020,711