2023 Form 5500 filing — Withumsmith+Brown 401(K) Employee 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 20240916123824NAL0002109680001) for Withumsmith+Brown 401(K) Employee Savings Plan, reported by Withumsmith+Brown Pc under EIN 22-2027092 and plan number 001. It reports 2,191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916123824NAL0002109680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Withumsmith+Brown Pc
- EIN
- 22-2027092
- Plan number
- 001
- Location
- Princeton, NJ
- Participants
- 2,191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $256,948,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $256,948,489
- Employer contributions
- $3,875,013
- Participant contributions
- $22,954,338
- Total income / additions
- $80,644,469
- Benefits paid
- $11,442,738
- Administrative expenses
- $368,485
- Total expenses
- $11,819,296
- Net increase / (decrease)
- $68,825,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pinnacle | CONSULTANT | $148,574 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $132,970 | $0 |
| Newport Capital Group | ADVISOR | $71,681 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $16,940 | not reported in the loaded dataset |