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, Stern & Eisenberg, Pc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Stern & Eisenberg, Pc under EIN 45-1578526 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $5,014,088 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,014,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,014,088
- Net assets (BOY)
- $4,365,912
Income & contributions
- Employer contributions
- $199,408
- Participant contributions
- $414,070
- Total contributions
- $613,478
- Total income / additions
- $1,417,041
Expenses & distributions
- Benefits paid
- $733,937
- Administrative expenses
- $34,928
- Total expenses
- $768,865
- Net increase / (decrease)
- $648,176