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, Dworken And Bernstein Co., Lpa 401k Profit Sharing Plan is a benefit plan reported by Dworken And Bernstein Co., Lpa under EIN 34-1082604 and plan number 001. The latest loaded filing year is 2023. The filing reports 88 participants and $18,674,435 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $18,674,435
- Net assets (EOY)
- $18,674,435
- Net assets (BOY)
- $21,866,133
Income & contributions
- Employer contributions
- $333,057
- Participant contributions
- $522,186
- Total income / additions
- $3,755,951
Expenses & distributions
- Benefits paid
- $6,907,951
- Administrative expenses
- $39,698
- Total expenses
- $6,947,649
- Net increase / (decrease)
- -$3,191,698