Plan5500

I Spiewak & Sons Inc — 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, I Spiewak & Sons Inc (EIN 22-1297130) is a plan sponsor located in New York, 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
22-1297130
Location
New York, NY
Loaded plans
1
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 I Spiewak & Sons Inc

  • 1 loaded plans hold $2.4M in reported assets.
  • The largest, I Spiewak & Sons Inc 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 123 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.4MSummed across loaded plans$2,447,764
Total reported assets$2.4M$2,447,764
Total reported participants123
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities$0
Contributions & income
Employer contributions$50.4K
Participant contributions$100.1K
Total income / additions$595.7K
Expenses & distributions
Benefits paid / distributions$912.6K
Total expenses$922.5K
Net increase / (decrease)-$326.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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 assets100%I Spiewak & Sons Inc 401(K) Profit Sharing Plan & Trust
Participants per plan123Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    I Spiewak & Sons Inc 401(K) Profit Sharing Plan & Trust$2.4M
    Plan #001 · 123 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 I Spiewak & Sons Inc. Open one for its full reported snapshot.

  1. 2023
    I Spiewak & Sons Inc 401(K) Profit Sharing Plan & Trust123 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does I Spiewak & Sons Inc report on Form 5500?
I Spiewak & Sons Inc (EIN 22-1297130) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for I Spiewak & Sons Inc?
The Employer Identification Number (EIN) reported for I Spiewak & Sons Inc is 22-1297130.
What is the latest Form 5500 filing year for I Spiewak & Sons Inc?
The latest loaded Form 5500 filing year for I Spiewak & Sons Inc is 2023.

Related Form 5500 pages