Plan5500

Wetherill Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Wetherill Associates, Inc. (EIN 23-2069598) is a plan sponsor located in Miramar, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-2069598
Location
Miramar, FL
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.3MSummed across loaded plans$23,265,252
Total reported assets$23.3M$23,265,252
Total reported participants877
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.3M total assets
Net assets$23.3MLiabilities$0
Contributions & income
Employer contributions$374.5K
Participant contributions$1.3M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.9M
Net increase / (decrease)$3.6M

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 this company's 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

Portfolio comparison

Largest plan share of assets100%Wetherill Associates, Inc. Retirement And 401(K) Savings Plan
Participants per plan439Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Wetherill Associates, Inc. Retirement And 401(K) Savings Plan$23.3M
    Plan #002 · 503 participants · 2023
  2. 2
    Wetherill Associates, Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #503 · 374 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wetherill Associates, Inc.
YearPlanParticipantsSchedulesFiling
2023Wetherill Associates, Inc. Health And Welfare Plan374—20240530080606NAL0006440067001
2023Wetherill Associates, Inc. Retirement And 401(K) Savings Plan503H, C20240730135408NAL0013460851001

Related Form 5500 pages