2023 Form 5500 filing — Deferred Salary Profit Sharing Plan For The Employees Of Wiss & Company
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 20241011181941NAL0023404993001) for Deferred Salary Profit Sharing Plan For The Employees Of Wiss & Company, reported by Wiss & Company, Llp under EIN 22-1732349 and plan number 003. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011181941NAL0023404993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wiss & Company, Llp
- EIN
- 22-1732349
- Plan number
- 003
- Location
- Florham Park, NJ
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,994,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,994,169
- Employer contributions
- $497,278
- Participant contributions
- $3,214,174
- Total income / additions
- $11,813,799
- Benefits paid
- $3,732,566
- Administrative expenses
- $103,647
- Total expenses
- $3,883,457
- Net increase / (decrease)
- $7,930,342
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,649 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,998 | not reported in the loaded dataset |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| Kreischer Miller | AUDITOR | $15,000 | not reported in the loaded dataset |