2023 Form 5500 filing — Wpg Employee 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 20240730072803NAL0044623490001) for Wpg Employee Profit Sharing Plan, reported by Williamson Picket Gross Inc. under EIN 13-2674440 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,817,563
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240730072803NAL0044623490001
Plan sponsor
Williamson Picket Gross Inc.
EIN
13-2674440
Plan number
001
Location
Mamaroneck, NY
Received date
not reported in the loaded dataset
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)$3.8M total assets
Net assets$3.8MLiabilities$3K
Money in vs. money out
Total income / additions$485.2K
Total expenses$210.9K
Benefits paid / distributions$160K
Full reported line items
Total assets (EOY)
$3,820,563
Total liabilities (EOY)
$3,000
Net assets (EOY)
$3,817,563
Total income / additions
$485,191
Benefits paid
$160,000
Administrative expenses
$46,569
Total expenses
$210,913
Net increase / (decrease)
$274,278

Related Form 5500 pages