Lockard & Wechsler LLC 401(K) Profit Sharing Plan — Form 5500 plan (Lockard & Wechsler LLC)
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, Lockard & Wechsler LLC 401(K) Profit Sharing Plan is a benefit plan reported by Lockard & Wechsler LLC under EIN 81-2152585 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $9,847,245 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lockard & Wechsler LLC
- EIN
- 81-2152585
- Plan number
- 001
- Plan type
- 2
- Location
- Irvington, NY
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $9,847,245
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | I | 20240919105033NAL0005834561001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,847,245
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,847,245
- Net assets (BOY)
- $8,048,803
Income & contributions
- Employer contributions
- $322,865
- Participant contributions
- $653,379
- Total income / additions
- $2,421,590
Expenses & distributions
- Benefits paid
- $621,873
- Administrative expenses
- $1,275
- Total expenses
- $623,148
- Net increase / (decrease)
- $1,798,442
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.