The Weeks-Lerman Group, LLC 401(K) Plan — Form 5500 plan (The Weeks-Lerman Group, LLC)
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, The Weeks-Lerman Group, LLC 401(K) Plan is a benefit plan reported by The Weeks-Lerman Group, LLC under EIN 11-3297099 and plan number 001. The latest loaded filing year is 2023. The filing reports 71 participants and $4,330,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Weeks-Lerman Group, LLC
- EIN
- 11-3297099
- Plan number
- 001
- Plan type
- 2
- Location
- Maspeth, NY
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $4,330,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I | 20240520180659NAL0000757459001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,330,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,330,882
- Net assets (BOY)
- $4,172,430
Income & contributions
- Employer contributions
- $54,647
- Participant contributions
- $228,623
- Total income / additions
- $1,189,602
Expenses & distributions
- Benefits paid
- $1,014,339
- Administrative expenses
- $16,811
- Total expenses
- $1,031,150
- Net increase / (decrease)
- $158,452
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.