2023 Form 5500 filing — Webster Management, Inc. 401(K) 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 20241017150230NAL0033189953001) for Webster Management, Inc. 401(K) Profit Sharing Plan, reported by Webster Management, Inc. under EIN 11-3124708 and plan number 001. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,403,507
Participants38
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241017150230NAL0033189953001
Plan sponsor
Webster Management, Inc.
EIN
11-3124708
Plan number
001
Location
Port Washington, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities$0
Money in vs. money out
Total income / additions$623.3K
Total expenses$65.7K
Benefits paid / distributions$61.7K
Contributions
Employer$22.2K
Participant$81.6K
Full reported line items
Total assets (EOY)
$3,403,507
Total liabilities (EOY)
$0
Net assets (EOY)
$3,403,507
Employer contributions
$22,241
Participant contributions
$81,607
Total income / additions
$623,345
Benefits paid
$61,665
Administrative expenses
$346
Total expenses
$65,714
Net increase / (decrease)
$557,631

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241017150230NAL0033189953001 cover?
It is the 2023 Form 5500 filing for Webster Management, Inc. 401(K) Profit Sharing Plan, reported by Webster Management, Inc. (EIN 11-3124708).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages