2023 Form 5500 filing — Herold Law Employees' Savings 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 20240911131914NAL0004289251001) for Herold Law Employees' Savings Plan, reported by Herold Law, P.A. under EIN 22-2722238 and plan number 002. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240911131914NAL0004289251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Herold Law, P.A.
- EIN
- 22-2722238
- Plan number
- 002
- Location
- Warren, NJ
- Participants
- 49
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,611,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,611,124
- Employer contributions
- $333,009
- Participant contributions
- $332,283
- Total income / additions
- $5,667,030
- Benefits paid
- $977,427
- Administrative expenses
- $49,226
- Total expenses
- $1,026,653
- Net increase / (decrease)
- $4,640,377
- Schedule source
- Schedule I