Weinstein Properties Employees' 401(K) Plan — Form 5500 plan (Weinstein Management Co. 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, Weinstein Properties Employees' 401(K) Plan is a benefit plan reported by Weinstein Management Co. Inc. under EIN 54-0696440 and plan number 001. The latest loaded filing year is 2023. The filing reports 819 participants and $13,452,872 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weinstein Management Co. Inc.
- EIN
- 54-0696440
- Plan number
- 001
- Plan type
- 2
- Location
- Glen Allen, VA
- Latest filing year
- 2023
- Participants
- 819
- End-of-year plan assets
- $13,452,872
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 819 | H, C | 20240724113219NAL0012897537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,452,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,452,872
- Net assets (BOY)
- $9,926,851
Income & contributions
- Employer contributions
- $261,529
- Participant contributions
- $1,410,847
- Total contributions
- $1,748,011
- Total income / additions
- $4,197,355
Expenses & distributions
- Benefits paid
- $598,641
- Administrative expenses
- $72,693
- Total expenses
- $671,334
- Net increase / (decrease)
- $3,526,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Benefits Group, LLC | N/A | $64,119 | not reported in the loaded dataset | 2023 |
| National Financial Services, LLC | NONE | $8,494 | not reported in the loaded dataset | 2023 |