Wilkin & Guttenplan, P.C. 401(K) Plan — Form 5500 plan (Wilkin & Guttenplan, P.C.)
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, Wilkin & Guttenplan, P.C. 401(K) Plan is a benefit plan reported by Wilkin & Guttenplan, P.C. under EIN 22-2612018 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $29,690,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilkin & Guttenplan, P.C.
- EIN
- 22-2612018
- Plan number
- 001
- Plan type
- 2
- Location
- East Brunswick, NJ
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $29,690,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241009134710NAL0032928352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,690,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,690,139
- Net assets (BOY)
- $25,511,339
Income & contributions
- Employer contributions
- $492,627
- Participant contributions
- $1,541,448
- Total contributions
- $2,318,705
- Total income / additions
- $6,656,670
Expenses & distributions
- Benefits paid
- $2,403,546
- Administrative expenses
- $74,324
- Total expenses
- $2,477,870
- Net increase / (decrease)
- $4,178,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $47,045 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,656 | $0 | 2023 |
| Newport Trust Company | TRUSTEE | $8,940 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $8,683 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wilkin & Guttenplan, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in East Brunswick, NJ
- Commonwealth Financial Network — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation