Weissman Pc 401(K) And Profit Sharing Plan — Form 5500 plan (Weissman Pc)
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, Weissman Pc 401(K) And Profit Sharing Plan is a benefit plan reported by Weissman Pc under EIN 58-1943683 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $20,764,538 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.8MPlan net assets, end of year$20,764,538
Participants223Covered participants reported
Assets / participant$93.1KComputed: assets ÷ participants$93,115 (computed)
Provider compensation$71.9K4 Schedule C provider row(s)$71,945
- Plan sponsor
- Weissman Pc
- EIN
- 58-1943683
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20240927134134NAL0001090355001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$20.8M total assets
Net assets$20.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $20,764,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,764,538
- Net assets (BOY)
- $18,129,637
Income & contributions
- Employer contributions
- $145,290
- Participant contributions
- $999,326
- Total contributions
- $1,167,855
- Total income / additions
- $4,471,582
Expenses & distributions
- Benefits paid
- $1,713,782
- Administrative expenses
- $71,945
- Total expenses
- $1,836,681
- Net increase / (decrease)
- $2,634,901
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
13%87%
Employer 13%Participant 87%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | INVESTMENT ADVISOR | $34,538 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,191 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,216 | not reported in the loaded dataset | 2023 |
| Td Ameritrade, Inc. | BROKRAGE SERVICES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weissman Pc
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Northwestern Mutual Wealth Mgmt Co — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation