2023 Form 5500 filing — Selzer Gurvitch, Attorneys At Law 401(K) Profit Sharing 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 20240714125929NAL0000157011001) for Selzer Gurvitch, Attorneys At Law 401(K) Profit Sharing Plan, reported by Selzer Gurvitch Rabin Wertheimer & Polott, P.C. under EIN 52-1768214 and plan number 001. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.1MReported net assets$7,077,073
Participants49
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240714125929NAL0000157011001
Plan sponsor
Selzer Gurvitch Rabin Wertheimer & Polott, P.C.
EIN
52-1768214
Plan number
001
Location
Bethesda, MD
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)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$379.9K
Participant$524.1K
Full reported line items
Total assets (EOY)
$7,077,073
Total liabilities (EOY)
$0
Net assets (EOY)
$7,077,073
Employer contributions
$379,928
Participant contributions
$524,145
Total income / additions
$2,123,482
Benefits paid
$1,437,459
Administrative expenses
$69,026
Total expenses
$1,506,485
Net increase / (decrease)
$616,997

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240714125929NAL0000157011001 cover?
It is the 2023 Form 5500 filing for Selzer Gurvitch, Attorneys At Law 401(K) Profit Sharing Plan, reported by Selzer Gurvitch Rabin Wertheimer & Polott, P.C. (EIN 52-1768214).
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