2023 Form 5500 filing — Lemle & Wolff, Inc. 401(K) 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 20241204132222NAL0002360819001) for Lemle & Wolff, Inc. 401(K) Plan, reported by Lemle & Wolff, Inc. under EIN 13-1994655 and plan number 001. It reports 283 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)$5.6MReported net assets$5,583,752
Participants283
Provider compensation$33.3K3 Schedule C row(s)$33,314
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241204132222NAL0002360819001
Plan sponsor
Lemle & Wolff, Inc.
EIN
13-1994655
Plan number
001
Location
Bronx, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$768.4K
Benefits paid / distributions$724.2K
Contributions
Employer$88.5K
Participant$584.5K
Full reported line items
Total assets (EOY)
$5,583,752
Total liabilities (EOY)
$0
Net assets (EOY)
$5,583,752
Employer contributions
$88,541
Participant contributions
$584,486
Total income / additions
$1,490,207
Benefits paid
$724,241
Administrative expenses
$33,315
Total expenses
$768,390
Net increase / (decrease)
$721,817
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Adp, Inc.$20.8K
    RECORD KEEPER · Direct $20.8K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $12.5K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241204132222NAL0002360819001 cover?
It is the 2023 Form 5500 filing for Lemle & Wolff, Inc. 401(K) Plan, reported by Lemle & Wolff, Inc. (EIN 13-1994655).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages