Frenkel Lambert Weiss Weisman & Gordon, Llp 401(K) Plan — Form 5500 plan (Frenkel Lambert Weiss Weisman &)

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, Frenkel Lambert Weiss Weisman & Gordon, Llp 401(K) Plan is a benefit plan reported by Frenkel Lambert Weiss Weisman & under EIN 13-2704993 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $5,404,066 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Frenkel Lambert Weiss Weisman &
EIN
13-2704993
Plan number
001
Plan type
2
Location
Bay Shore, NY
Latest filing year
2023
Participants
123
End-of-year plan assets
$5,404,066

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123I20240930130405NAL0011201506001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$5,404,066
Total liabilities (EOY)
$0
Net assets (EOY)
$5,404,066
Net assets (BOY)
$4,395,786

Income & contributions

Employer contributions
$42,023
Participant contributions
$393,941
Total income / additions
$1,183,385

Expenses & distributions

Benefits paid
$169,321
Administrative expenses
$3,117
Total expenses
$175,105
Net increase / (decrease)
$1,008,280

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages