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, Tiedemann Wealth Management Holdings, LLC 401(K) Profit-Sharing Plan is a benefit plan reported by Tiedemann Wealth Management Holdings, LLC under EIN 75-3261129 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $28,234,601 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,234,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,234,601
- Net assets (BOY)
- $22,072,893
Income & contributions
- Employer contributions
- $743,514
- Participant contributions
- $1,898,037
- Total contributions
- $3,176,334
- Total income / additions
- $7,401,664
Expenses & distributions
- Benefits paid
- $1,216,778
- Administrative expenses
- $23,178
- Total expenses
- $1,239,956
- Net increase / (decrease)
- $6,161,708