2023 Form 5500 filing — W. C. A. Employees 401k Salary Deferral Savings
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 20240916113503NAL0001013667001) for W. C. A. Employees 401k Salary Deferral Savings, reported by Weitzman Management Corporation under EIN 75-1950311 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916113503NAL0001013667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weitzman Management Corporation
- EIN
- 75-1950311
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,229,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,229,998
- Employer contributions
- $195,214
- Participant contributions
- $1,121,608
- Total income / additions
- $4,178,563
- Benefits paid
- $1,320,884
- Administrative expenses
- $48,207
- Total expenses
- $1,388,312
- Net increase / (decrease)
- $2,790,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $45,483 | $0 |
| Creative Planning Hold Co., LLC | SERVICE PROVIDER | $0 | $39,444 |