Herskovitz & Wynn Profit Sharing Plan — Form 5500 plan (Herskovitz & Wynn Pc)
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, Herskovitz & Wynn Profit Sharing Plan is a benefit plan reported by Herskovitz & Wynn Pc under EIN 25-1348698 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $819,034 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herskovitz & Wynn Pc
- EIN
- 25-1348698
- Plan number
- 002
- Plan type
- 2
- Location
- Aliquippa, PA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $819,034
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241014101646NAL0013116051001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $819,034
- Net assets (EOY)
- $819,034
- Net assets (BOY)
- $773,052
Income & contributions
- Employer contributions
- $5,517
- Total income / additions
- $111,478
Expenses & distributions
- Benefits paid
- $65,496
- Total expenses
- $65,496
- Net increase / (decrease)
- $45,982
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.