2023 Form 5500 filing — Weifield Group 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730150327NAL0013536339001) for Weifield Group 401(K) Retirement Plan, reported by Weifield Group Holdings, LLC under EIN 26-1697361 and plan number 001. It reports 925 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730150327NAL0013536339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weifield Group Holdings, LLC
- EIN
- 26-1697361
- Plan number
- 001
- Location
- Centennial, CO
- Participants
- 925
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,678,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,678,967
- Employer contributions
- $790,426
- Participant contributions
- $1,590,620
- Total income / additions
- $4,891,267
- Benefits paid
- $1,401,384
- Administrative expenses
- $95,131
- Total expenses
- $1,496,515
- Net increase / (decrease)
- $3,394,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $66,960 | $0 |
| The Retirement Advantage | THIRD PARTY ADMINISTRATO | $17,209 | $99 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $2,685 | not reported in the loaded dataset |