W G Shaheen & Associates Ltd — 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, W G Shaheen & Associates Ltd (EIN 16-1577084) is a plan sponsor located in Webster, NY with 1 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
- 16-1577084
- Location
- Webster, NY
- Loaded plans
- 1
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,283,003
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $2,283,003
Contributions & income
- Employer contributions
- $67,843
- Participant contributions
- $231,879
- Total income / additions
- $777,966
Expenses & distributions
- Benefits paid / distributions
- $111,504
- Total expenses
- $111,664
- Net increase / (decrease)
- $666,302
Coverage
- Total reported participants
- 16
- Plans with financial statements
- 1
- Plans with provider compensation
- 0
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.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust | 001 | 16 | $2,283,003 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust | 16 | I | 20240502112620NAL0017230945001 |