O'Donnell, Weiss & Mattei, P.C. Salary Savings Plan — Form 5500 plan (O'Donnell, Weiss & Mattei, 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, O'Donnell, Weiss & Mattei, P.C. Salary Savings Plan is a benefit plan reported by O'Donnell, Weiss & Mattei, P.C. under EIN 23-2120938 and plan number 001. The latest loaded filing year is 2023. The filing reports 30 participants and $4,450,755 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O'Donnell, Weiss & Mattei, P.C.
- EIN
- 23-2120938
- Plan number
- 001
- Plan type
- 2
- Location
- Pottstown, PA
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $4,450,755
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20240926141148NAL0000882177001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,450,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,450,755
- Net assets (BOY)
- $3,713,479
Income & contributions
- Employer contributions
- $33,594
- Participant contributions
- $184,293
- Total income / additions
- $884,139
Expenses & distributions
- Benefits paid
- $143,517
- Administrative expenses
- $9,568
- Total expenses
- $153,085
- Net increase / (decrease)
- $731,054
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.