Weichert 401(K) Plan — Form 5500 plan (Weichert Co.)
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, Weichert 401(K) Plan is a benefit plan reported by Weichert Co. under EIN 22-2084741 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,179 participants and $225,055,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weichert Co.
- EIN
- 22-2084741
- Plan number
- 001
- Plan type
- 2
- Location
- Morris Plains, NJ
- Latest filing year
- 2023
- Participants
- 2,179
- End-of-year plan assets
- $225,055,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,179 | H, C | 20241015120228NAL0029517985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $225,055,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $225,055,395
- Net assets (BOY)
- $202,648,557
Income & contributions
- Employer contributions
- $381,010
- Participant contributions
- $8,167,342
- Total contributions
- $9,823,726
- Total income / additions
- $47,195,212
Expenses & distributions
- Benefits paid
- $24,539,115
- Administrative expenses
- $76,802
- Total expenses
- $24,788,374
- Net increase / (decrease)
- $22,406,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $42,500 | not reported in the loaded dataset | 2023 |
| Wiss & Company Llp. | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $13,365 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weichert Co.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Morris Plains, NJ
- Capfinancial Partners LLC — Schedule C compensation
- Wiss & Company Llp. — Schedule C compensation
- T Rowe Price Rps Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation