2023 Form 5500 filing — Accuweather 401(K) 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 20240911121347NAL0004246483001) for Accuweather 401(K) Plan, reported by Accuweather, Inc. under EIN 25-1291071 and plan number 002. It reports 654 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911121347NAL0004246483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Accuweather, Inc.
- EIN
- 25-1291071
- Plan number
- 002
- Location
- State College, PA
- Participants
- 654
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,516,407
- Total liabilities (EOY)
- $22,154
- Net assets (EOY)
- $40,494,253
- Employer contributions
- $1,016,467
- Participant contributions
- $2,851,093
- Total income / additions
- $9,641,652
- Benefits paid
- $5,876,936
- Administrative expenses
- $75,735
- Total expenses
- $5,952,671
- Net increase / (decrease)
- $3,688,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $66,956 | not reported in the loaded dataset |
| Adp, Inc | RECORDKEEPER | $8,779 | $0 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $27 | not reported in the loaded dataset |