Weil Foot & Ankle Management LLC 401(K) Plan — Form 5500 plan (Weil Foot & Ankle 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, Weil Foot & Ankle Management LLC 401(K) Plan is a benefit plan reported by Weil Foot & Ankle Management LLC under EIN 83-4093416 and plan number 001. The latest loaded filing year is 2023. The filing reports 467 participants and $13,555,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weil Foot & Ankle Management LLC
- EIN
- 83-4093416
- Plan number
- 001
- Plan type
- 2
- Location
- Mt. Prospect, IL
- Latest filing year
- 2023
- Participants
- 467
- End-of-year plan assets
- $13,555,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 467 | H, C | 20241011195545NAL0011323747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,555,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,555,889
- Net assets (BOY)
- $11,282,240
Income & contributions
- Employer contributions
- $536,687
- Participant contributions
- $1,190,006
- Total contributions
- $1,889,714
- Total income / additions
- $3,829,125
Expenses & distributions
- Benefits paid
- $1,522,923
- Administrative expenses
- $31,747
- Total expenses
- $1,555,476
- Net increase / (decrease)
- $2,273,649
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $29,921 | $0 | 2023 |
| Strategic Advisors | ADVISOR | $1,826 | not reported in the loaded dataset | 2023 |