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, Reisenfeld & Associates 401(K) Plan is a benefit plan reported by Reisenfeld & Associates, LLC under EIN 20-1822612 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $6,925,803 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,925,803
- Total liabilities (EOY)
- $110,442
- Net assets (EOY)
- $6,815,361
- Net assets (BOY)
- $6,007,645
Income & contributions
- Employer contributions
- $151,787
- Participant contributions
- $273,663
- Total contributions
- $425,450
- Total income / additions
- $1,543,162
Expenses & distributions
- Benefits paid
- $721,118
- Administrative expenses
- $13,350
- Total expenses
- $735,446
- Net increase / (decrease)
- $807,716