Wilson, Elser, Moskowitz, Edelman & Dicker Llp 401(K) Savings Plan — Form 5500 plan (Wilson Elser Moskowitz Edelman & Dicker 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, Wilson, Elser, Moskowitz, Edelman & Dicker Llp 401(K) Savings Plan is a benefit plan reported by Wilson Elser Moskowitz Edelman & Dicker Llp under EIN 13-2679447 and plan number 100. The latest loaded filing year is 2023. The filing reports 2,253 participants and $259,087,937 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$259.1MPlan net assets, end of year$259,087,937
Participants2.3KCovered participants reported2,253
Assets / participant$115KComputed: assets ÷ participants$114,997 (computed)
Provider compensation$253.5K3 Schedule C provider row(s)$253,466
Plan sponsor
Wilson Elser Moskowitz Edelman & Dicker Llp
EIN
13-2679447
Plan number
100
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,253H, C20241015083503NAL0027840817001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$259.1M total assets
Net assets$259.1MLiabilities$0
Money in vs. money out
Total income / additions$66.4M
Total expenses$19.1M
Benefits paid / distributions$19M
Contributions
Employer$3.3M
Participant$15.8M
Full reported line items

Net assets

Total assets (EOY)
$259,087,937
Total liabilities (EOY)
$0
Net assets (EOY)
$259,087,937
Net assets (BOY)
$211,790,347

Income & contributions

Employer contributions
$3,309,632
Participant contributions
$15,814,517
Total contributions
$24,575,641
Total income / additions
$66,370,628

Expenses & distributions

Benefits paid
$19,013,908
Administrative expenses
$51,580
Total expenses
$19,073,038
Net increase / (decrease)
$47,297,590
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 17%Participant 83%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyOTHER SERVICES$0$201,8862023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$51,580$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages