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, Howard, Wershbale & Co. Profit Sharing & 401(K) Plan And Trust is a benefit plan reported by Howard, Wershbale & Co. under EIN 34-1663157 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $34,579,772 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,579,772
- Total liabilities (EOY)
- $126,632
- Net assets (EOY)
- $34,453,140
- Net assets (BOY)
- $30,109,078
Income & contributions
- Employer contributions
- $820,461
- Participant contributions
- $1,331,061
- Total contributions
- $2,781,547
- Total income / additions
- $7,266,455
Expenses & distributions
- Benefits paid
- $2,842,012
- Administrative expenses
- $80,381
- Total expenses
- $2,922,393
- Net increase / (decrease)
- $4,344,062