2023 Form 5500 filing — The Weston Group, Inc. 401(K) Profit Sharing 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 20240808051531NAL0004526545001) for The Weston Group, Inc. 401(K) Profit Sharing Plan, reported by The Weston Group, Inc. under EIN 23-2685423 and plan number 001. It reports 1,000 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808051531NAL0004526545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Weston Group, Inc.
- EIN
- 23-2685423
- Plan number
- 001
- Location
- Easton, PA
- Participants
- 1,000
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,110,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,110,969
- Participant contributions
- $1,340,997
- Total income / additions
- $3,151,501
- Benefits paid
- $645,055
- Administrative expenses
- $104,597
- Total expenses
- $761,393
- Net increase / (decrease)
- $2,390,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $104,596 | $0 |