2023 Form 5500 filing — Dworken And Bernstein Co., Lpa 401k 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 20240905152636NAL0021724929001) for Dworken And Bernstein Co., Lpa 401k Profit Sharing Plan, reported by Dworken And Bernstein Co., Lpa under EIN 34-1082604 and plan number 001. It reports 88 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905152636NAL0021724929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dworken And Bernstein Co., Lpa
- EIN
- 34-1082604
- Plan number
- 001
- Location
- Painesville, OH
- Participants
- 88
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,674,435
- Net assets (EOY)
- $18,674,435
- Employer contributions
- $333,057
- Participant contributions
- $522,186
- Total income / additions
- $3,755,951
- Benefits paid
- $6,907,951
- Administrative expenses
- $39,698
- Total expenses
- $6,947,649
- Net increase / (decrease)
- -$3,191,698
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $23,427 | not reported in the loaded dataset |
| Omega Pensions Inc | CONTRACT ADMIN | $2,000 | $5,000 |
| Great-West Life And Annuity Company | RECORDKEEPER | $1,475 | $0 |