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, Us Wittenstein Group Employees' Retirement And Savings Plan & Trust is a benefit plan reported by Wittenstein, Inc. under EIN 31-1358180 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $22,266,996 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,266,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,266,996
- Net assets (BOY)
- $18,821,190
Income & contributions
- Employer contributions
- $698,382
- Participant contributions
- $857,677
- Total contributions
- $1,556,059
- Total income / additions
- $4,734,795
Expenses & distributions
- Benefits paid
- $1,281,372
- Administrative expenses
- $7,617
- Total expenses
- $1,288,989
- Net increase / (decrease)
- $3,445,806