2023 Form 5500 filing — Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 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 20241015100109NAL0056912738001) for Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(K) Profit Sharing Plan, reported by Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC under EIN 58-2482895 and plan number 001. It reports 251 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)$67.2MReported net assets$67,231,466

Participants251

Provider compensation$2.8K2 Schedule C row(s)$2,816

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015100109NAL0056912738001
Plan sponsor: Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC
EIN: 58-2482895
Plan number: 001
Location: Atlanta, GA
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)$67.2M total assets

Net assets$67.2MLiabilities—

Money in vs. money out

Total income / additions$14.1M

Total expenses$1.1M

Benefits paid / distributions$853.2K

Contributions

Employer$2.2M

Participant$1.6M

Full reported line items

Total assets (EOY): $67,231,466
Net assets (EOY): $67,231,466
Employer contributions: $2,199,607
Participant contributions: $1,633,862
Total income / additions: $14,132,867
Benefits paid: $853,184
Administrative expenses: $269,164
Total expenses: $1,122,348
Net increase / (decrease): $13,010,519

Schedule C

Reported service provider compensation

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

1
John Hancock Life Insuarnce Company$2.8K
CUSTODIAN · Direct $2.8K · Indirect $0
2
Morgan Stanley Smith Barney, LLC$0
Reported on this filing

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015100109NAL0056912738001 cover?: It is the 2023 Form 5500 filing for Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC Employees' 401(K) Profit Sharing Plan, reported by Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC (EIN 58-2482895).
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).