Plan5500

Weltman, Weinberg & Reis Co, Lpa — 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, Weltman, Weinberg & Reis Co, Lpa (EIN 34-1095923) is a plan sponsor located in Cleveland, OH 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
34-1095923
Location
Cleveland, OH
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 Weltman, Weinberg & Reis Co, Lpa

  • 2 loaded plans hold $53M in reported assets.
  • The largest, Weltman, Weinberg & Reis Co., L.P.A 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 1,160 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$53MSummed across loaded plans$52,974,654
Total reported assets$53M$52,974,654
Total reported participants1.2K1,160
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$53M total assets
Net assets$53MLiabilities—
Contributions & income
Employer contributions$749.8K
Participant contributions$2.9M
Total income / additions$11M
Expenses & distributions
Benefits paid / distributions$3.2M
Total expenses$3.3M
Net increase / (decrease)$7.7M

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%Weltman, Weinberg & Reis Co., L.P.A 401(K) Profit Sharing Plan & Trust
Participants per plan580Average 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
    Weltman, Weinberg & Reis Co., L.P.A 401(K) Profit Sharing Plan & Trust$53M
    Plan #001 · 690 participants · 2023
  2. 2
    Weltman, Weinberg & Reis Co., Lpa Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 470 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 Weltman, Weinberg & Reis Co, Lpa. Open one for its full reported snapshot.

  1. 2023
    Weltman, Weinberg & Reis Co., Lpa Welfare Benefit Plan470 participants · 2No schedules
    View filing →
  2. 2023
    Weltman, Weinberg & Reis Co., L.P.A 401(K) Profit Sharing Plan & Trust690 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Weltman, Weinberg & Reis Co, Lpa report on Form 5500?
Weltman, Weinberg & Reis Co, Lpa (EIN 34-1095923) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Weltman, Weinberg & Reis Co, Lpa?
The Employer Identification Number (EIN) reported for Weltman, Weinberg & Reis Co, Lpa is 34-1095923.
What is the latest Form 5500 filing year for Weltman, Weinberg & Reis Co, Lpa?
The latest loaded Form 5500 filing year for Weltman, Weinberg & Reis Co, Lpa is 2023.

Related Form 5500 pages