Weather Group LLC 401(K) Savings Plan — Form 5500 plan (Weather Group 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, Weather Group LLC 401(K) Savings Plan is a benefit plan reported by Weather Group LLC under EIN 47-5615703 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,474 participants and $172,328,209 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weather Group LLC
EIN
47-5615703
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
1,474
End-of-year plan assets
$172,328,209

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,474H, C20241017090338NAL0052909744001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$172,328,209
Total liabilities (EOY)
$0
Net assets (EOY)
$172,328,209
Net assets (BOY)
$144,824,244

Income & contributions

Employer contributions
$2,784,107
Participant contributions
$6,420,671
Total contributions
$9,668,341
Total income / additions
$35,404,391

Expenses & distributions

Benefits paid
$7,678,849
Administrative expenses
$220,591
Total expenses
$7,900,426
Net increase / (decrease)
$27,503,965

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Global Banking OpsINVESTMENT ADVISOR$100,909not reported in the loaded dataset2023
The Vanguard Group Inc.RECORDKEEPER$96,827not reported in the loaded dataset2023
Vanguard Advisors Inc.INVESTMENT ADVISOR$24,953not reported in the loaded dataset2023

Related Form 5500 pages