2023 Form 5500 filing — Weber Gallagher Simpson Stapleton Fires & Newby, Llp Ret
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 20241015143433NAL0014855267001) for Weber Gallagher Simpson Stapleton Fires & Newby, Llp Ret, reported by Weber Gallagher Simpson Stapleto under EIN 23-2668892 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143433NAL0014855267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weber Gallagher Simpson Stapleto
- EIN
- 23-2668892
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,581,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,581,459
- Participant contributions
- $1,791,736
- Total income / additions
- $7,566,197
- Benefits paid
- $11,841,288
- Administrative expenses
- $210,087
- Total expenses
- $12,051,375
- Net increase / (decrease)
- -$4,485,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Paragon Alliance Group,LLC | ACCOUNTANT | $6,530 | $0 |
| Adp, Inc. | RECORD KEEPER | $800 | $0 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $62 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |