Pwp 401(K) Plan — Form 5500 plan (Pwp Employer Lp)

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, Pwp 401(K) Plan is a benefit plan reported by Pwp Employer Lp under EIN 81-3881290 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,025 participants and $151,023,642 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pwp Employer Lp
EIN
81-3881290
Plan number
001
Plan type
3
Location
New York, NY
Latest filing year
2023
Participants
1,025
End-of-year plan assets
$151,023,642

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,025H, C20251204151353NAL0002280689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$151,023,642
Total liabilities (EOY)
$0
Net assets (EOY)
$151,023,642
Net assets (BOY)
$121,570,251

Income & contributions

Employer contributions
$4,140,048
Participant contributions
$9,124,516
Total contributions
$14,699,985
Total income / additions
$38,894,388

Expenses & distributions

Benefits paid
$9,204,000
Administrative expenses
$234,777
Total expenses
$9,440,997
Net increase / (decrease)
$29,453,391

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Leafhouse Financial Advisors LLCADVISOR$151,343not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$83,634$02023

Related Form 5500 pages