Wiss, Janney, Elstner Associates, Inc. 401(K) Plan — Form 5500 plan (Wiss, Janney, Elstner Associates, Inc.)
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, Wiss, Janney, Elstner Associates, Inc. 401(K) Plan is a benefit plan reported by Wiss, Janney, Elstner Associates, Inc. under EIN 36-2757956 and plan number 002. The latest loaded filing year is 2023. The filing reports 990 participants and $346,620,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wiss, Janney, Elstner Associates, Inc.
- EIN
- 36-2757956
- Plan number
- 002
- Plan type
- 2
- Location
- Northbrook, IL
- Latest filing year
- 2023
- Participants
- 990
- End-of-year plan assets
- $346,620,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 990 | H, C | 20240809142138NAL0011124592001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $346,620,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $346,620,465
- Net assets (BOY)
- $287,192,720
Income & contributions
- Employer contributions
- $7,719,186
- Participant contributions
- $11,512,236
- Total contributions
- $20,475,383
- Total income / additions
- $76,291,088
Expenses & distributions
- Benefits paid
- $16,728,071
- Administrative expenses
- $122,839
- Total expenses
- $16,863,343
- Net increase / (decrease)
- $59,427,745
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $90,004 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $28,329 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,756 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wiss, Janney, Elstner Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Northbrook, IL
- Fiducient Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation