Plan5500

Axinn Veltrop & Harkrider Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Axinn Veltrop & Harkrider Llp (EIN 13-3938205) is a plan sponsor located in New York, NY with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3938205
Location
New York, NY
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Axinn Veltrop & Harkrider Llp

  • 5 loaded plans hold $50.7M in reported assets.
  • The largest, Axinn, Veltrop, & Harkrider, Llp 401k Profit Sharing Plan For Partners And Staff, holds 77% of this company's reported plan assets.
  • Plans cover 541 reported participants.
  • 2 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$50.7MSummed across loaded plans$50,673,878
Total reported assets$50.7M$50,673,878
Total reported participants541
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$50.7M total assets
Net assets$50.7MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$2.2M
Total income / additions$11.3M
Expenses & distributions
Benefits paid / distributions$546.9K
Total expenses$590.9K
Net increase / (decrease)$10.7M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets77%Axinn, Veltrop, & Harkrider, Llp 401k Profit Sharing Plan For Partners And Staff
Participants per plan108Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Axinn, Veltrop, & Harkrider, Llp 401k Profit Sharing Plan For Partners And Staff$39M
    Plan #002 · 133 participants · 2023
  2. 2
    Axinn, Veltrop & Harkrider Llp 401(K) Retirement Plan$11.6M
    Plan #001 · 101 participants · 2023
  3. 3
    Axinn Veltrop & Harkrider Llp Health Plannot reported in the loaded dataset
    Plan #501 · 169 participants · 2023
  4. 4
    Axinn Veltrop & Harkrider Llp Health Plannot reported in the loaded dataset
    Plan #502 · 138 participants · 2023
  5. 5
    Axinn Veltrop & Harkrider Llp Vision Plannot reported in the loaded dataset
    Plan #503 · 0 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Axinn Veltrop & Harkrider Llp. Open one for its full reported snapshot.

  1. 2023
    Axinn, Veltrop & Harkrider Llp 401(K) Retirement Plan101 participants · 2Sch I
    View filing →
  2. 2023
    Axinn Veltrop & Harkrider Llp Health Plan169 participants · 2No schedules
    View filing →
  3. 2023
    Axinn, Veltrop, & Harkrider, Llp 401k Profit Sharing Plan For Partners And Staff133 participants · 2Sch HSch C
    View filing →
  4. 2023
    Axinn Veltrop & Harkrider Llp Vision Plan0 participants · 2No schedules
    View filing →
  5. 2023
    Axinn Veltrop & Harkrider Llp Health Plan138 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Axinn Veltrop & Harkrider Llp report on Form 5500?
Axinn Veltrop & Harkrider Llp (EIN 13-3938205) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Axinn Veltrop & Harkrider Llp?
The Employer Identification Number (EIN) reported for Axinn Veltrop & Harkrider Llp is 13-3938205.
What is the latest Form 5500 filing year for Axinn Veltrop & Harkrider Llp?
The latest loaded Form 5500 filing year for Axinn Veltrop & Harkrider Llp is 2023.

Related Form 5500 pages