2023 Form 5500 filing — Weinstein Properties Employees' 401(K) 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 20240724113219NAL0012897537001) for Weinstein Properties Employees' 401(K) Plan, reported by Weinstein Management Co. Inc. under EIN 54-0696440 and plan number 001. It reports 819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724113219NAL0012897537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weinstein Management Co. Inc.
- EIN
- 54-0696440
- Plan number
- 001
- Location
- Glen Allen, VA
- Participants
- 819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,452,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,452,872
- Employer contributions
- $261,529
- Participant contributions
- $1,410,847
- Total income / additions
- $4,197,355
- Benefits paid
- $598,641
- Administrative expenses
- $72,693
- Total expenses
- $671,334
- Net increase / (decrease)
- $3,526,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, LLC | N/A | $64,119 | not reported in the loaded dataset |
| National Financial Services, LLC | NONE | $8,494 | not reported in the loaded dataset |