Spierer, Woodward, Corbalis & Golberg A P.C.401(K) Plan & Trust — Form 5500 plan (Spierer, Woodward, Corbalis, & Goldberg, A P.C.)
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, Spierer, Woodward, Corbalis & Golberg A P.C.401(K) Plan & Trust is a benefit plan reported by Spierer, Woodward, Corbalis, & Goldberg, A P.C. under EIN 95-3633443 and plan number 001. The latest loaded filing year is 2023. The filing reports 30 participants and $5,825,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spierer, Woodward, Corbalis, & Goldberg, A P.C.
- EIN
- 95-3633443
- Plan number
- 001
- Plan type
- 2
- Location
- Redondo Beach, CA
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $5,825,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20240711194207NAL0025903184001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,825,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,825,311
- Net assets (BOY)
- $4,949,726
Income & contributions
- Employer contributions
- $29,211
- Participant contributions
- $61,631
- Total income / additions
- $942,304
Expenses & distributions
- Benefits paid
- $35,705
- Administrative expenses
- $31,014
- Total expenses
- $66,719
- Net increase / (decrease)
- $875,585
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.