2023 Form 5500 filing — Weissman Pc 401(K) And 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 20240927134134NAL0001090355001) for Weissman Pc 401(K) And Profit Sharing Plan, reported by Weissman Pc under EIN 58-1943683 and plan number 001. It reports 223 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)$20.8MReported net assets$20,764,538
Participants223
Provider compensation$71.9K4 Schedule C row(s)$71,945
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927134134NAL0001090355001
- Plan sponsor
- Weissman Pc
- EIN
- 58-1943683
- Plan number
- 001
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
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)$20.8M total assets
Net assets$20.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $20,764,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,764,538
- Employer contributions
- $145,290
- Participant contributions
- $999,326
- Total income / additions
- $4,471,582
- Benefits paid
- $1,713,782
- Administrative expenses
- $71,945
- Total expenses
- $1,836,681
- Net increase / (decrease)
- $2,634,901
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $34,538 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,191 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,216 | not reported in the loaded dataset |
| Td Ameritrade, Inc. | BROKRAGE SERVICES | $0 | $0 |