Howard, Wershbale & Co. Profit Sharing & 401(K) Plan And Trust — Form 5500 plan (Howard, Wershbale & Co.)

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, Howard, Wershbale & Co. Profit Sharing & 401(K) Plan And Trust is a benefit plan reported by Howard, Wershbale & Co. under EIN 34-1663157 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $34,579,772 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Howard, Wershbale & Co.
EIN
34-1663157
Plan number
001
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
Participants
172
End-of-year plan assets
$34,579,772

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20240731103227NAL0014238275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,579,772
Total liabilities (EOY)
$126,632
Net assets (EOY)
$34,453,140
Net assets (BOY)
$30,109,078

Income & contributions

Employer contributions
$820,461
Participant contributions
$1,331,061
Total contributions
$2,781,547
Total income / additions
$7,266,455

Expenses & distributions

Benefits paid
$2,842,012
Administrative expenses
$80,381
Total expenses
$2,922,393
Net increase / (decrease)
$4,344,062

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ellsworth Advisors, LLCNONE$45,000$02023
Alerus Financial, N.A.NONE$22,281$02023
Sikich Cpa LLCNONE$13,100not reported in the loaded dataset2023

Related Form 5500 pages