Weatherly Asset Management Lp — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Weatherly Asset Management Lp is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $62,031 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $62,031
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $62,031
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Scripps Clinic Medical Group, Inc. | CA | 1 | $38,220 |
| Southern California Permanente Medical Group | CA | 1 | $12,816 |
| Washington Permanente Medical Group, P.C. | WA | 1 | $5,780 |
| San Diego Diagnostic Radiology Medical Group, Inc. | CA | 1 | $5,215 |
State footprint
Plans reporting Weatherly Asset Management Lp are sponsored in CA (3), WA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Scripps Clinic Medical Group, Inc. | Scripps Clinic Medical Group, Inc. Retirement Savings Plan | 2023 | $38,220 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | Scpmg Keogh Plan | 2023 | $12,816 | not reported in the loaded dataset |
| Washington Permanente Medical Group, P.C. | Wpmg 401(K) Retirement Savings Plan | 2023 | $5,780 | not reported in the loaded dataset |
| San Diego Diagnostic Radiology Medical Group, Inc. | San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing And Savings Plan | 2023 | $5,215 | not reported in the loaded dataset |
Related Form 5500 pages
- Scripps Clinic Medical Group, Inc. Retirement Savings Plan (plan 003)
- Scripps Clinic Medical Group, Inc. — all reported plans
- Scpmg Keogh Plan (plan 008)
- Southern California Permanente Medical Group — all reported plans
- Wpmg 401(K) Retirement Savings Plan (plan 001)
- Washington Permanente Medical Group, P.C. — all reported plans
- San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing And Savings Plan (plan 002)
- San Diego Diagnostic Radiology Medical Group, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources