Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp)
Plain-English plan 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, Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp under EIN 11-3440989 and plan number 001. The latest loaded filing year is 2023. The filing reports 35 participants and $7,923,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westermann, Sheehy, Keenan, Samaan & Aydelott, Llp
- EIN
- 11-3440989
- Plan number
- 001
- Plan type
- 2
- Location
- East Meadow, NY
- Latest filing year
- 2023
- Participants
- 35
- End-of-year plan assets
- $7,923,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 35 | I | 20240822110750NAL0002538323001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,923,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,923,875
- Net assets (BOY)
- $6,668,323
Income & contributions
- Employer contributions
- $120,000
- Participant contributions
- $278,102
- Total income / additions
- $1,393,825
Expenses & distributions
- Benefits paid
- $138,160
- Administrative expenses
- $113
- Total expenses
- $138,273
- Net increase / (decrease)
- $1,255,552
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.