2023 Form 5500 filing — Wilson, Elser, Moskowitz, Edelman & Dicker, Llp Defined Benefit Plan For Non-Legal Staff

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 20241015085041NAL0014270435001) for Wilson, Elser, Moskowitz, Edelman & Dicker, Llp Defined Benefit Plan For Non-Legal Staff, reported by Wilson, Elser, Moskowitz, Edelman, & Dicker Llp under EIN 13-2679447 and plan number 001. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.6MReported net assets$10,596,752
Participants289
Provider compensation$47.5K2 Schedule C row(s)$47,470
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015085041NAL0014270435001
Plan sponsor
Wilson, Elser, Moskowitz, Edelman, & Dicker Llp
EIN
13-2679447
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.6M total assets
Net assets$10.6MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$871.5K
Benefits paid / distributions$824.1K
Contributions
Employer$163.9K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$10,596,752
Total liabilities (EOY)
$0
Net assets (EOY)
$10,596,752
Employer contributions
$163,913
Total income / additions
$1,710,024
Benefits paid
$824,056
Administrative expenses
$47,470
Total expenses
$871,526
Net increase / (decrease)
$838,498

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$47,470$0
Wilshire Advisors LLCINVESTMENT ADVISORY$0$0

Related Form 5500 pages