Withumsmith+Brown 401(K) Employee Savings Plan — Form 5500 plan (Withumsmith+Brown Pc)
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, Withumsmith+Brown 401(K) Employee Savings Plan is a benefit plan reported by Withumsmith+Brown Pc under EIN 22-2027092 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,191 participants and $256,948,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Withumsmith+Brown Pc
- EIN
- 22-2027092
- Plan number
- 001
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 2,191
- End-of-year plan assets
- $256,948,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,191 | H, C | 20240916123824NAL0002109680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $256,948,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $256,948,489
- Net assets (BOY)
- $188,123,316
Income & contributions
- Employer contributions
- $3,875,013
- Participant contributions
- $22,954,338
- Total contributions
- $41,186,805
- Total income / additions
- $80,644,469
Expenses & distributions
- Benefits paid
- $11,442,738
- Administrative expenses
- $368,485
- Total expenses
- $11,819,296
- Net increase / (decrease)
- $68,825,173
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pinnacle | CONSULTANT | $148,574 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $132,970 | $0 | 2023 |
| Newport Capital Group | ADVISOR | $71,681 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $16,940 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Withumsmith+Brown Pc
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Princeton, NJ
- Pinnacle — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Newport Capital Group — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation