Weifield Group 401(K) Retirement Plan — Form 5500 plan (Weifield Group Holdings, LLC)
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, Weifield Group 401(K) Retirement Plan is a benefit plan reported by Weifield Group Holdings, LLC under EIN 26-1697361 and plan number 001. The latest loaded filing year is 2023. The filing reports 925 participants and $15,678,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weifield Group Holdings, LLC
- EIN
- 26-1697361
- Plan number
- 001
- Plan type
- 2
- Location
- Centennial, CO
- Latest filing year
- 2023
- Participants
- 925
- End-of-year plan assets
- $15,678,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 925 | H, C | 20240730150327NAL0013536339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,678,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,678,967
- Net assets (BOY)
- $12,284,215
Income & contributions
- Employer contributions
- $790,426
- Participant contributions
- $1,590,620
- Total contributions
- $2,676,848
- Total income / additions
- $4,891,267
Expenses & distributions
- Benefits paid
- $1,401,384
- Administrative expenses
- $95,131
- Total expenses
- $1,496,515
- Net increase / (decrease)
- $3,394,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $66,960 | $0 | 2023 |
| The Retirement Advantage | THIRD PARTY ADMINISTRATO | $17,209 | $99 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $2,685 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weifield Group Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Centennial, CO
- Transamerica Life Insurance Company — Schedule C compensation
- The Retirement Advantage — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation