Plan5500

Weatogue, CT Form 5500 retirement and benefit plan filings

City Form 5500 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, Weatogue, CT has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,484,894 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Weatogue

  • 2 loaded plans hold $7.5M in reported assets across 1 sponsors.
  • The largest, Vesta Corporation 401(K) Profit Sharing Plan, holds 100% of reported Weatogue plan assets.
  • Plans cover 547 participants — about 274 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.5MSummed across loaded plans$7,484,894
Total reported assets$7.5M$7,484,894
Total reported participants547
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.5M total assets
Net assets$7.5MLiabilities$0
Contributions & income
Employer contributions$390.6K
Participant contributions$698.4K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$859.3K
Total expenses$902K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Weatogue, CT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Weatogue market comparison

Largest plan share of assets100%Vesta Corporation 401(K) Profit Sharing Plan
Participants per plan274Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Weatogue

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Vesta Corporation 401(K) Profit Sharing Plan$7.5M
    Vesta Corporation · 2023
  2. 2
    Vesta Corporation Wrap Plannot reported in the loaded dataset
    Vesta Corporation · 2023

Largest plans in Weatogue → · Weatogue plans by participants → · Weatogue plans with financial data → · Weatogue plans with provider compensation → · $1B+ plans in Weatogue →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Weatogue, CT?
2 plan(s) reported by 1 sponsor(s) are loaded for Weatogue, CT.

Related Form 5500 pages