Plan5500

Law Firm Of Conway, Olejniczak & Jerry, S.C. — 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, Law Firm Of Conway, Olejniczak & Jerry, S.C. (EIN 39-1254187) is a plan sponsor located in Green Bay, WI 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
39-1254187
Location
Green Bay, WI
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 Law Firm Of Conway, Olejniczak & Jerry, S.C.

  • 1 loaded plans hold $31.6M in reported assets.
  • The largest, Law Firm Of Conway, Olejniczak & Jerry S.C. Retirement Savings Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 67 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$31.6MSummed across loaded plans$31,580,469
Total reported assets$31.6M$31,580,469
Total reported participants67
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$31.6M total assets
Net assets$31.6MLiabilities—
Contributions & income
Employer contributions$499K
Participant contributions$566.1K
Total income / additions$5.1M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$3.9M

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%Law Firm Of Conway, Olejniczak & Jerry S.C. Retirement Savings Plan & Trust
Participants per plan67Average 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
    Law Firm Of Conway, Olejniczak & Jerry S.C. Retirement Savings Plan & Trust$31.6M
    Plan #002 · 67 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 Law Firm Of Conway, Olejniczak & Jerry, S.C.. Open one for its full reported snapshot.

  1. 2023
    Law Firm Of Conway, Olejniczak & Jerry S.C. Retirement Savings Plan & Trust67 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Law Firm Of Conway, Olejniczak & Jerry, S.C. report on Form 5500?
Law Firm Of Conway, Olejniczak & Jerry, S.C. (EIN 39-1254187) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Law Firm Of Conway, Olejniczak & Jerry, S.C.?
The Employer Identification Number (EIN) reported for Law Firm Of Conway, Olejniczak & Jerry, S.C. is 39-1254187.
What is the latest Form 5500 filing year for Law Firm Of Conway, Olejniczak & Jerry, S.C.?
The latest loaded Form 5500 filing year for Law Firm Of Conway, Olejniczak & Jerry, S.C. is 2023.

Related Form 5500 pages