How many benefit plans does Howard, Wershbale & Co. report on Form 5500?

Howard, Wershbale & Co. (EIN 34-1663157) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Howard, Wershbale & Co.?

The Employer Identification Number (EIN) reported for Howard, Wershbale & Co. is 34-1663157.

What is the latest Form 5500 filing year for Howard, Wershbale & Co.?

The latest loaded Form 5500 filing year for Howard, Wershbale & Co. is 2023.

Howard, Wershbale & Co. — 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, Howard, Wershbale & Co. (EIN 34-1663157) is a plan sponsor located in Cleveland, OH 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: 34-1663157
Location: Cleveland, OH
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $34,579,772
Total reported liabilities (EOY): $126,632
Total reported net assets (EOY): $34,453,140

Contributions & income

Employer contributions: $820,461
Participant contributions: $1,331,061
Total income / additions: $7,266,455

Expenses & distributions

Benefits paid / distributions: $2,842,012
Total expenses: $2,922,393
Net increase / (decrease): $4,344,062

Coverage

Total reported participants: 282
Plans with financial statements: 1
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Howard, Wershbale & Co. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Howard, Wershbale & Co. Profit Sharing & 401(K) Plan And Trust	001	172	$34,579,772	2023
Howard,Wershbale & Co. Employee Benefit Plan	501	110	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Howard, Wershbale & Co.
Year	Plan	Participants	Schedules	Filing
2023	Howard, Wershbale & Co. Profit Sharing & 401(K) Plan And Trust	172	H, C	20240731103227NAL0014238275001
2023	Howard,Wershbale & Co. Employee Benefit Plan	110	—	20240926164633NAL0000526307001