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, Stoler Of Westbury, Inc. 401(K) Plan is a benefit plan reported by Stoler Of Westbury, Inc. under EIN 45-3183725 and plan number 001. The latest loaded filing year is 2023. The filing reports 352 participants and $6,886,705 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,886,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,886,705
- Net assets (BOY)
- $5,289,635
Income & contributions
- Participant contributions
- $1,123,510
- Total contributions
- $1,187,099
- Total income / additions
- $2,131,626
Expenses & distributions
- Benefits paid
- $496,187
- Administrative expenses
- $25,100
- Total expenses
- $534,556
- Net increase / (decrease)
- $1,597,070