Weinstein Management Co. 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, Weinstein Management Co. Inc. (EIN 54-0696440) is a plan sponsor located in Glen Allen, VA 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
54-0696440
Location
Glen Allen, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,452,872
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,452,872

Contributions & income

Employer contributions
$261,529
Participant contributions
$1,410,847
Total income / additions
$4,197,355

Expenses & distributions

Benefits paid / distributions
$598,641
Total expenses
$671,334
Net increase / (decrease)
$3,526,021

Coverage

Total reported participants
1,266
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Weinstein Management Co. Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Weinstein Properties Employees' 401(K) Plan001819$13,452,8722023
Weinstein Management Co., Inc. Group Health Plan501447not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Weinstein Management Co. Inc.
YearPlanParticipantsSchedulesFiling
2023Weinstein Properties Employees' 401(K) Plan819H, C20240724113219NAL0012897537001
2023Weinstein Management Co., Inc. Group Health Plan44720241025085708NAL0002827840001

Related Form 5500 pages