Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins, 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, Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins, P.C. under EIN 22-2405729 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $13,573,323 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins, P.C.
EIN
22-2405729
Plan number
001
Plan type
2
Location
Springfield, NJ
Latest filing year
2023
Participants
158
End-of-year plan assets
$13,573,323

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20240927095046NAL0001844545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,573,323
Total liabilities (EOY)
$10,595
Net assets (EOY)
$13,562,728
Net assets (BOY)
$11,252,759

Income & contributions

Employer contributions
$664,797
Participant contributions
$601,930
Total contributions
$1,354,863
Total income / additions
$3,432,049

Expenses & distributions

Benefits paid
$1,120,746
Administrative expenses
$1,334
Total expenses
$1,122,080
Net increase / (decrease)
$2,309,969

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prime Pensions, Inc.TPA$0$8,8202023

Related Form 5500 pages