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, Siebert Williams Shank & Co., LLC 401k Savings Plan is a benefit plan reported by Siebert Williams Shank & Co., LLC under EIN 13-3932653 and plan number 002. The latest loaded filing year is 2023. The filing reports 191 participants and $51,234,701 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,234,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,234,701
- Net assets (BOY)
- $44,437,428
Income & contributions
- Employer contributions
- $1,102,376
- Participant contributions
- $2,652,739
- Total contributions
- $4,001,788
- Total income / additions
- $11,746,732
Expenses & distributions
- Benefits paid
- $4,947,649
- Administrative expenses
- $1,810
- Total expenses
- $4,949,459
- Net increase / (decrease)
- $6,797,273