Plan5500

Weiss Family Limited Partnership — 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, Weiss Family Limited Partnership (EIN 33-0567081) is a plan sponsor located in Pasadena, CA with 1 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
33-0567081
Location
Pasadena, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Weiss Family Limited Partnership

  • 2 loaded plans hold $16.2M in reported assets.
  • The largest, Weiss Family Limited Partnership Defined Benefit Pension Plan, holds 83% of this company's reported plan assets.
  • Plans cover 8 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.2MSummed across loaded plans$16,233,081
Total reported assets$16.2M$16,233,081
Total reported participants8
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.2M total assets
Net assets$16.2MLiabilities$0
Contributions & income
Employer contributions$174K
Participant contributions$105K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets83%Weiss Family Limited Partnership Defined Benefit Pension Plan
Participants per plan4Average 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
    Weiss Family Limited Partnership Defined Benefit Pension Plan$13.4M
    Plan #003 · 4 participants · 2023
  2. 2
    Weiss Family Limited Partnership Profit Sharing 401(K) Plan$2.8M
    Plan #004 · 4 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Weiss Family Limited Partnership. Open one for its full reported snapshot.

  1. 2023
    Weiss Family Limited Partnership Profit Sharing 401(K) Plan4 participants · 2Sch I
    View filing →
  2. 2023
    Weiss Family Limited Partnership Defined Benefit Pension Plan4 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Weiss Family Limited Partnership report on Form 5500?
Weiss Family Limited Partnership (EIN 33-0567081) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Weiss Family Limited Partnership?
The Employer Identification Number (EIN) reported for Weiss Family Limited Partnership is 33-0567081.
What is the latest Form 5500 filing year for Weiss Family Limited Partnership?
The latest loaded Form 5500 filing year for Weiss Family Limited Partnership is 2023.

Related Form 5500 pages