Joseph, Greenwald & Laake, P.A. Retirement Plan — Form 5500 plan (Joseph, Greenwald & Laake, P.A.)
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, Joseph, Greenwald & Laake, P.A. Retirement Plan is a benefit plan reported by Joseph, Greenwald & Laake, P.A. under EIN 52-1404769 and plan number 004. The latest loaded filing year is 2023. The filing reports 83 participants and $19,510,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joseph, Greenwald & Laake, P.A.
- EIN
- 52-1404769
- Plan number
- 004
- Plan type
- 2
- Location
- Greenbelt, MD
- Latest filing year
- 2023
- Participants
- 83
- End-of-year plan assets
- $19,510,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 83 | I | 20240930072039NAL0002480035001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $19,510,331
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,510,331
- Net assets (BOY)
- $13,830,291
Income & contributions
- Employer contributions
- $599,519
- Participant contributions
- $623,904
- Total income / additions
- $7,458,217
Expenses & distributions
- Benefits paid
- $1,777,578
- Administrative expenses
- $599
- Total expenses
- $1,778,177
- Net increase / (decrease)
- $5,680,040
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.