2023 Form 5500 filing — Whitbeck Benedict & Smith Llp - 401k

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 20240724122155NAL0012934769001) for Whitbeck Benedict & Smith Llp - 401k, reported by Whitbeck Benedict & Smith Llp under EIN 14-1773001 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240724122155NAL0012934769001
Filing year
2023
Form type
2
Plan sponsor
Whitbeck Benedict & Smith Llp
EIN
14-1773001
Plan number
001
Location
Hudson, NY
Participants
11
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,907,494
Total liabilities (EOY)
$0
Net assets (EOY)
$1,907,494
Employer contributions
$6,267
Participant contributions
$3,900
Total income / additions
$349,453
Benefits paid
$59,081
Administrative expenses
$425
Total expenses
$59,506
Net increase / (decrease)
$289,947
Schedule source
Schedule I

Related Form 5500 pages