2023 Form 5500 filing — Wolf-Gordon, Inc. 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 20241002141249NAL0004069875001) for Wolf-Gordon, Inc. Profit Sharing Plan, reported by Wolf-Gordon, Inc. under EIN 13-2589761 and plan number 003. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002141249NAL0004069875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wolf-Gordon, Inc.
- EIN
- 13-2589761
- Plan number
- 003
- Location
- New York, NY
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,793,018
- Total liabilities (EOY)
- $28,435
- Net assets (EOY)
- $15,764,583
- Employer contributions
- $42,006
- Participant contributions
- $1,096,183
- Total income / additions
- $3,494,263
- Benefits paid
- $166,566
- Administrative expenses
- $100,265
- Total expenses
- $266,831
- Net increase / (decrease)
- $3,227,432
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Invesment Services LLC | INVESTMENT ADVISOR | $63,306 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,179 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $9,141 | $0 |
| Altigro Pension Services Inc | CONTRACT ADMIN | $3,174 | not reported in the loaded dataset |