Weisinger Incorporated 401(K) Profit Sharing Plan — Form 5500 plan (Weisinger Incorporated)
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, Weisinger Incorporated 401(K) Profit Sharing Plan is a benefit plan reported by Weisinger Incorporated under EIN 74-1873938 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $7,928,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weisinger Incorporated
- EIN
- 74-1873938
- Plan number
- 001
- Plan type
- 2
- Location
- Willis, TX
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $7,928,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20250115114125NAL0012657459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,928,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,928,941
- Net assets (BOY)
- $6,803,137
Income & contributions
- Employer contributions
- $437,030
- Participant contributions
- $703,265
- Total contributions
- $1,140,295
- Total income / additions
- $1,985,819
Expenses & distributions
- Benefits paid
- $848,427
- Administrative expenses
- $11,588
- Total expenses
- $860,015
- Net increase / (decrease)
- $1,125,804
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth | INV ADVISOR | $14,198 | not reported in the loaded dataset | 2023 |
| The Allocation Company, Inc. | TPA | $1,275 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Company | RECORDKEEPER | $750 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | RECORDKEEPER | $315 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weisinger Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Willis, TX
- Osaic Wealth — Schedule C compensation
- The Allocation Company, Inc. — Schedule C compensation
- Empower Annuity Ins Company — Schedule C compensation
- Empower Advisory Group — Schedule C compensation