Weintraub Capital Management Lp Profit Sharing 401(K) Plan — Form 5500 plan (Weintraub Capital Management Lp)
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, Weintraub Capital Management Lp Profit Sharing 401(K) Plan is a benefit plan reported by Weintraub Capital Management Lp under EIN 94-3325370 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $4,429,527 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weintraub Capital Management Lp
- EIN
- 94-3325370
- Plan number
- 001
- Plan type
- 2
- Location
- Lafayette, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $4,429,527
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241014181945NAL0026929745001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,429,527
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,429,527
- Net assets (BOY)
- $4,210,918
Income & contributions
- Employer contributions
- $66,000
- Participant contributions
- $0
- Total income / additions
- $218,615
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $6
- Total expenses
- $6
- Net increase / (decrease)
- $218,609
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.