2023 Form 5500 filing — Weather Group LLC 401(K) Savings 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 20241017090338NAL0052909744001) for Weather Group LLC 401(K) Savings Plan, reported by Weather Group LLC under EIN 47-5615703 and plan number 001. It reports 1,474 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017090338NAL0052909744001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weather Group LLC
- EIN
- 47-5615703
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 1,474
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $172,328,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $172,328,209
- Employer contributions
- $2,784,107
- Participant contributions
- $6,420,671
- Total income / additions
- $35,404,391
- Benefits paid
- $7,678,849
- Administrative expenses
- $220,591
- Total expenses
- $7,900,426
- Net increase / (decrease)
- $27,503,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Ops | INVESTMENT ADVISOR | $100,909 | not reported in the loaded dataset |
| The Vanguard Group Inc. | RECORDKEEPER | $96,827 | not reported in the loaded dataset |
| Vanguard Advisors Inc. | INVESTMENT ADVISOR | $24,953 | not reported in the loaded dataset |