Deferred Salary Profit Sharing Plan For The Employees Of Wiss & Company — Form 5500 plan (Wiss & Company, Llp)
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, Deferred Salary Profit Sharing Plan For The Employees Of Wiss & Company is a benefit plan reported by Wiss & Company, Llp under EIN 22-1732349 and plan number 003. The latest loaded filing year is 2023. The filing reports 400 participants and $47,994,169 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wiss & Company, Llp
- EIN
- 22-1732349
- Plan number
- 003
- Plan type
- 2
- Location
- Florham Park, NJ
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $47,994,169
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20241011181941NAL0023404993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,994,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,994,169
- Net assets (BOY)
- $40,063,827
Income & contributions
- Employer contributions
- $497,278
- Participant contributions
- $3,214,174
- Total contributions
- $4,546,038
- Total income / additions
- $11,813,799
Expenses & distributions
- Benefits paid
- $3,732,566
- Administrative expenses
- $103,647
- Total expenses
- $3,883,457
- Net increase / (decrease)
- $7,930,342
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,649 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,998 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Kreischer Miller | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wiss & Company, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Florham Park, NJ
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Kreischer Miller — Schedule C compensation