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, Mintzer, Sarowitz, Zeris, Ledva & Meyers, Llp 401(K) Plan is a benefit plan reported by Mintzer Sarowitz Zeris & Willis, Pllc under EIN 23-2325896 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $20,431,554 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,431,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,431,554
- Net assets (BOY)
- $25,161,043
Income & contributions
- Employer contributions
- $158,928
- Participant contributions
- $1,072,166
- Total contributions
- $1,333,977
- Total income / additions
- $5,383,700
Expenses & distributions
- Benefits paid
- $10,075,617
- Administrative expenses
- $37,572
- Total expenses
- $10,113,189
- Net increase / (decrease)
- -$4,729,489