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, Alfa Wassermann Professional Services, LLC Employees 401(K) Savings Plan is a benefit plan reported by Alfa Wassermann Professional Services, LLC under EIN 43-2038203 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $25,528,235 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,528,235
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,528,235
- Net assets (BOY)
- $22,446,666
Income & contributions
- Employer contributions
- $199,581
- Participant contributions
- $694,159
- Total contributions
- $918,725
- Total income / additions
- $4,593,406
Expenses & distributions
- Benefits paid
- $1,504,056
- Administrative expenses
- $7,407
- Total expenses
- $1,511,837
- Net increase / (decrease)
- $3,081,569