Accuweather 401(K) Plan — Form 5500 plan (Accuweather, 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, Accuweather 401(K) Plan is a benefit plan reported by Accuweather, Inc. under EIN 25-1291071 and plan number 002. The latest loaded filing year is 2023. The filing reports 654 participants and $40,516,407 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Accuweather, Inc.
EIN
25-1291071
Plan number
002
Plan type
2
Location
State College, PA
Latest filing year
2023
Participants
654
End-of-year plan assets
$40,516,407

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023654H, C20240911121347NAL0004246483001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,516,407
Total liabilities (EOY)
$22,154
Net assets (EOY)
$40,494,253
Net assets (BOY)
$36,805,272

Income & contributions

Employer contributions
$1,016,467
Participant contributions
$2,851,093
Total contributions
$3,900,402
Total income / additions
$9,641,652

Expenses & distributions

Benefits paid
$5,876,936
Administrative expenses
$75,735
Total expenses
$5,952,671
Net increase / (decrease)
$3,688,981

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$66,956not reported in the loaded dataset2023
Adp, IncRECORDKEEPER$8,779$02023
Charles Schwab & Co, Inc.INVESTMENT MANAGER$27not reported in the loaded dataset2023

Related Form 5500 pages