How big is Widlitz & Stern, P.C.'s plan?

Widlitz & Stern, P.C.'s plan reported $239K in assets and 1 participants for 2022.

Original filing (PDF)20231012205524NAL0032312545001

Widlitz & Stern, P.C.

Name: Widlitz & Stern, P.C. — Widlitz & Stern, P.C. Cash, Form 5500 (2022)
Creator: Widlitz & Stern, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Widlitz & Stern, P.C. Cash Balance Pension Plan

Defined-benefit pension plan · Widlitz & Stern, P.C.'s Widlitz & Stern, P.C. Cash Balance Pension Plan held $239K in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$239K

Net assets (EOY)

$239K

Plan identifiers

Widlitz & Stern, P.C.'s EIN is 11-2700636.

EIN 11-2700636

Plan number 003

Plan year 2022

ACK ID 20231012205524NAL0032312545001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Widlitz & Stern, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Widlitz & Stern, P.C.'s plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WIDLITZ & STERN, P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off