Plan5500

Weiss-Aug Co. Inc. 401(K) Savings Plan — Form 5500 plan (Weiss-Aug Co. Inc.)

Plain-English plan 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, Weiss-Aug Co. Inc. 401(K) Savings Plan is a benefit plan reported by Weiss-Aug Co. Inc. under EIN 22-1951115 and plan number 001. The latest loaded filing year is 2023. The filing reports 463 participants and $31,709,481 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weiss-Aug Co. Inc.
EIN
22-1951115
Plan number
001
Plan type
2
Location
East Hanover, NJ
Latest filing year
2023
Participants
463
End-of-year plan assets
$31,709,481

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023463H, C20241008100506NAL0016430689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,709,481
Total liabilities (EOY)
$0
Net assets (EOY)
$31,709,481
Net assets (BOY)
$26,126,304

Income & contributions

Employer contributions
$1,305,162
Participant contributions
$1,900,514
Total contributions
$3,936,447
Total income / additions
$8,197,907

Expenses & distributions

Benefits paid
$2,455,725
Administrative expenses
$159,005
Total expenses
$2,614,730
Net increase / (decrease)
$5,583,177

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$114,071$02023
Ubs Financial Services IncINVESTMENT ADVISORY$0$44,9332023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages