2023 Form 5500 filing — Weisinger Incorporated 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 20250115114125NAL0012657459001) for Weisinger Incorporated 401(K) Profit Sharing Plan, reported by Weisinger Incorporated under EIN 74-1873938 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115114125NAL0012657459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weisinger Incorporated
- EIN
- 74-1873938
- Plan number
- 001
- Location
- Willis, TX
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,928,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,928,941
- Employer contributions
- $437,030
- Participant contributions
- $703,265
- Total income / additions
- $1,985,819
- Benefits paid
- $848,427
- Administrative expenses
- $11,588
- Total expenses
- $860,015
- Net increase / (decrease)
- $1,125,804
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth | INV ADVISOR | $14,198 | not reported in the loaded dataset |
| The Allocation Company, Inc. | TPA | $1,275 | not reported in the loaded dataset |
| Empower Annuity Ins Company | RECORDKEEPER | $750 | not reported in the loaded dataset |
| Empower Advisory Group | RECORDKEEPER | $315 | not reported in the loaded dataset |