2023 Form 5500 filing — The Witkoff Group, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240529133240NAL0012080353001) for The Witkoff Group, LLC 401(K) Plan, reported by The Witkoff Group, LLC under EIN 13-3920766 and plan number 001. It reports 58 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.1MReported net assets$10,142,992
Participants58
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240529133240NAL0012080353001
Plan sponsor
The Witkoff Group, LLC
EIN
13-3920766
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.1M total assets
Net assets$10.1MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$601K
Benefits paid / distributions$570.3K
Contributions
Employer$60.9K
Participant$291.6K
Full reported line items
Total assets (EOY)
$10,142,992
Total liabilities (EOY)
$0
Net assets (EOY)
$10,142,992
Employer contributions
$60,937
Participant contributions
$291,637
Total income / additions
$1,929,380
Benefits paid
$570,283
Administrative expenses
$19,607
Total expenses
$600,991
Net increase / (decrease)
$1,328,389

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240529133240NAL0012080353001 cover?
It is the 2023 Form 5500 filing for The Witkoff Group, LLC 401(K) Plan, reported by The Witkoff Group, LLC (EIN 13-3920766).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages