2023 Form 5500 filing — Hantzmon Wiebel Llp 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 20250806145653NAL0002917153001) for Hantzmon Wiebel Llp Profit Sharing Plan, reported by Hantzmon Wiebel Llp under EIN 54-0618213 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250806145653NAL0002917153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hantzmon Wiebel Llp
- EIN
- 54-0618213
- Plan number
- 001
- Location
- Charlottesville, VA
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,626,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,626,735
- Employer contributions
- $776,112
- Participant contributions
- $696,032
- Total income / additions
- $5,681,915
- Benefits paid
- $1,357,178
- Administrative expenses
- $67,489
- Total expenses
- $1,424,667
- Net increase / (decrease)
- $4,257,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $67,379 | not reported in the loaded dataset |
| Northwestern Mutual Wealth Mgmt. | SERVICE PROVIDER | $0 | $35,000 |
| Actuarial Benefits & Design Company | TPA | $0 | $14,286 |