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, Wright, Finlay & Zak, Llp 401(K) Plan is a benefit plan reported by Wright, Finlay & Zak, Llp under EIN 33-0984579 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $19,617,228 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,617,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,617,228
- Net assets (BOY)
- $16,999,607
Income & contributions
- Employer contributions
- $226,798
- Participant contributions
- $590,525
- Total contributions
- $817,323
- Total income / additions
- $3,889,675
Expenses & distributions
- Benefits paid
- $1,211,323
- Administrative expenses
- $60,731
- Total expenses
- $1,272,054
- Net increase / (decrease)
- $2,617,621