Weston & Sampson 401(K) And Profit Sharing Plan — Form 5500 plan (Weston & Sampson)
Plain-English plan 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, Weston & Sampson 401(K) And Profit Sharing Plan is a benefit plan reported by Weston & Sampson under EIN 04-2601194 and plan number 001. The latest loaded filing year is 2023. The filing reports 864 participants and $127,673,761 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weston & Sampson
- EIN
- 04-2601194
- Plan number
- 001
- Plan type
- 2
- Location
- Reading, MA
- Latest filing year
- 2023
- Participants
- 864
- End-of-year plan assets
- $127,673,761
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 864 | H, C | 20241002100009NAL0008118161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $127,673,761
- Total liabilities (EOY)
- $2,413
- Net assets (EOY)
- $127,671,348
- Net assets (BOY)
- $98,489,893
Income & contributions
- Employer contributions
- $1,722,533
- Participant contributions
- $6,819,260
- Total contributions
- $9,818,492
- Total income / additions
- $33,416,091
Expenses & distributions
- Benefits paid
- $4,221,339
- Administrative expenses
- $13,297
- Total expenses
- $4,234,636
- Net increase / (decrease)
- $29,181,455
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | INVESTMENT ADVISOR | $65,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $22,016 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$73,718 | $0 | 2023 |