Stoler Of Westbury, 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, Stoler Of Westbury, Inc. (EIN 45-3183725) is a plan sponsor located in Westbury, 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
45-3183725
Location
Westbury, NY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,886,705
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,886,705

Contributions & income

Participant contributions
$1,123,510
Total income / additions
$2,131,626

Expenses & distributions

Benefits paid / distributions
$496,187
Total expenses
$534,556
Net increase / (decrease)
$1,597,070

Coverage

Total reported participants
352
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

Stoler Of Westbury, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Stoler Of Westbury, Inc. 401(K) Plan001352$6,886,7052023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Stoler Of Westbury, Inc.
YearPlanParticipantsSchedulesFiling
2023Stoler Of Westbury, Inc. 401(K) Plan352H, C20241004145114NAL0022972690001

Related Form 5500 pages