2023 Form 5500 filing — Weston Associates Management Co. Inc. 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240626052106NAL0009108321001) for Weston Associates Management Co. Inc. 401(K) Profit Sharing Plan, reported by Weston Associates Management Co. under EIN 04-2577565 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,415,269

Participants160

Provider compensation$36.4K3 Schedule C row(s)$36,419

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240626052106NAL0009108321001
Plan sponsor: Weston Associates Management Co.
EIN: 04-2577565
Plan number: 001
Location: Boston, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.4M total assets

Net assets$5.4MLiabilities$0

Money in vs. money out

Total income / additions$1.2M

Total expenses$201.1K

Benefits paid / distributions$156.8K

Contributions

Employer$118.5K

Participant$402.5K

Full reported line items

Total assets (EOY): $5,415,269
Total liabilities (EOY): $0
Net assets (EOY): $5,415,269
Employer contributions: $118,488
Participant contributions: $402,475
Total income / additions: $1,249,003
Benefits paid: $156,776
Administrative expenses: $36,420
Total expenses: $201,139
Net increase / (decrease): $1,047,864

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Adp, Inc.$26.4K
RECORD KEEPER · Direct $26.4K · Indirect $0
2
Gallagher Benefit Services$10K
CONSULTANT · Direct $10K · Indirect $0
3
Adp Broker-Dealer$0
RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240626052106NAL0009108321001 cover?: It is the 2023 Form 5500 filing for Weston Associates Management Co. Inc. 401(K) Profit Sharing Plan, reported by Weston Associates Management Co. (EIN 04-2577565).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).