W. C. A. Employees 401k Salary Deferral Savings — Form 5500 plan (Weitzman Management Corporation)
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, W. C. A. Employees 401k Salary Deferral Savings is a benefit plan reported by Weitzman Management Corporation under EIN 75-1950311 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $17,229,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weitzman Management Corporation
- EIN
- 75-1950311
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $17,229,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20240916113503NAL0001013667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,229,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,229,998
- Net assets (BOY)
- $14,439,747
Income & contributions
- Employer contributions
- $195,214
- Participant contributions
- $1,121,608
- Total contributions
- $1,432,219
- Total income / additions
- $4,178,563
Expenses & distributions
- Benefits paid
- $1,320,884
- Administrative expenses
- $48,207
- Total expenses
- $1,388,312
- Net increase / (decrease)
- $2,790,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $45,483 | $0 | 2023 |
| Creative Planning Hold Co., LLC | SERVICE PROVIDER | $0 | $39,444 | 2023 |