Herold Law Employees' Savings Plan — Form 5500 plan (Herold Law, P.A.)
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, Herold Law Employees' Savings Plan is a benefit plan reported by Herold Law, P.A. under EIN 22-2722238 and plan number 002. The latest loaded filing year is 2023. The filing reports 49 participants and $25,611,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herold Law, P.A.
- EIN
- 22-2722238
- Plan number
- 002
- Plan type
- 2
- Location
- Warren, NJ
- Latest filing year
- 2023
- Participants
- 49
- End-of-year plan assets
- $25,611,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 49 | I | 20240911131914NAL0004289251001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $25,611,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,611,124
- Net assets (BOY)
- $20,970,747
Income & contributions
- Employer contributions
- $333,009
- Participant contributions
- $332,283
- Total income / additions
- $5,667,030
Expenses & distributions
- Benefits paid
- $977,427
- Administrative expenses
- $49,226
- Total expenses
- $1,026,653
- Net increase / (decrease)
- $4,640,377
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.