Wight & Company 401(K) Plan — Form 5500 plan (Wight & Company)
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, Wight & Company 401(K) Plan is a benefit plan reported by Wight & Company under EIN 36-2605840 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $34,680,991 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wight & Company
- EIN
- 36-2605840
- Plan number
- 001
- Plan type
- 2
- Location
- Darien, IL
- Latest filing year
- 2023
- Participants
- 282
- End-of-year plan assets
- $34,680,991
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20241013123005NAL0014053859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,680,991
- Total liabilities (EOY)
- $32
- Net assets (EOY)
- $34,680,959
- Net assets (BOY)
- $29,629,620
Income & contributions
- Employer contributions
- $541,120
- Participant contributions
- $2,099,544
- Total contributions
- $3,007,687
- Total income / additions
- $8,040,807
Expenses & distributions
- Benefits paid
- $2,908,309
- Administrative expenses
- $81,159
- Total expenses
- $2,989,468
- Net increase / (decrease)
- $5,051,339
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fovis Wealth Advisors | NONE | $52,273 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | NONE | $26,514 | $0 | 2023 |
| Forvis Wealth Advisors, LLC | NONE | $2,373 | $0 | 2023 |