2023 Form 5500 filing — Weichert 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 20241015120228NAL0029517985001) for Weichert 401(K) Plan, reported by Weichert Co. under EIN 22-2084741 and plan number 001. It reports 2,179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120228NAL0029517985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weichert Co.
- EIN
- 22-2084741
- Plan number
- 001
- Location
- Morris Plains, NJ
- Participants
- 2,179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $225,055,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $225,055,395
- Employer contributions
- $381,010
- Participant contributions
- $8,167,342
- Total income / additions
- $47,195,212
- Benefits paid
- $24,539,115
- Administrative expenses
- $76,802
- Total expenses
- $24,788,374
- Net increase / (decrease)
- $22,406,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $42,500 | not reported in the loaded dataset |
| Wiss & Company Llp. | NONE | $18,000 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $13,365 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |