2023 Form 5500 filing — Weiler Arnow Mgt. Co., Inc. 401(K) Savings 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 20241011111118NAL0012408211001) for Weiler Arnow Mgt. Co., Inc. 401(K) Savings And Profit Sharing Plan, reported by Weiler Arnow Mgt. Co., Inc. under EIN 13-3769240 and plan number 003. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$21.7MReported net assets$21,659,749
Participants48
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011111118NAL0012408211001
Plan sponsor
Weiler Arnow Mgt. Co., Inc.
EIN
13-3769240
Plan number
003
Location
New York, NY
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$21.7M total assets
Net assets$21.7MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$439.4K
Participant$503.9K
Full reported line items
Total assets (EOY)
$21,659,749
Total liabilities (EOY)
$0
Net assets (EOY)
$21,659,749
Employer contributions
$439,363
Participant contributions
$503,898
Total income / additions
$3,801,120
Benefits paid
$1,023,366
Administrative expenses
-$9,675
Total expenses
$1,013,691
Net increase / (decrease)
$2,787,429

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011111118NAL0012408211001 cover?
It is the 2023 Form 5500 filing for Weiler Arnow Mgt. Co., Inc. 401(K) Savings And Profit Sharing Plan, reported by Weiler Arnow Mgt. Co., Inc. (EIN 13-3769240).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages