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, L. Fishman & Son, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by L. Fishman & Son, Inc. under EIN 52-0999493 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $17,750,557 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,750,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,750,557
- Net assets (BOY)
- $14,004,981
Income & contributions
- Employer contributions
- $557,568
- Participant contributions
- $1,217,444
- Total contributions
- $2,629,155
- Total income / additions
- $4,988,459
Expenses & distributions
- Benefits paid
- $1,175,490
- Administrative expenses
- $60,840
- Total expenses
- $1,242,883
- Net increase / (decrease)
- $3,745,576