Weidner 401(K) Retirement Savings Plan — Form 5500 plan (Weidner Property Management 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, Weidner 401(K) Retirement Savings Plan is a benefit plan reported by Weidner Property Management LLC under EIN 26-1483797 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,769 participants and $51,308,266 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weidner Property Management LLC
EIN
26-1483797
Plan number
001
Plan type
2
Location
Kirkland, WA
Latest filing year
2023
Participants
1,769
End-of-year plan assets
$51,308,266

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,769H, C20241015204305NAL0017198227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,308,266
Total liabilities (EOY)
$0
Net assets (EOY)
$51,308,266
Net assets (BOY)
$40,428,937

Income & contributions

Employer contributions
$2,527,397
Participant contributions
$4,711,113
Total contributions
$7,423,091
Total income / additions
$15,510,206

Expenses & distributions

Benefits paid
$4,422,292
Administrative expenses
$117,129
Total expenses
$4,630,877
Net increase / (decrease)
$10,879,329

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$117,129$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages