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WILLIAM S. WETTERER & CO., PSC CBS BENEFIT PLAN 401k Plan overview

Plan NameWILLIAM S. WETTERER & CO., PSC CBS BENEFIT PLAN
Plan identification number 501

WILLIAM S. WETTERER & CO., PSC CBS BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

WILLIAM S. WETTERER & CO, PSC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM S. WETTERER & CO, PSC
Employer identification number (EIN):611036216
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM S. WETTERER & CO., PSC CBS BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-08-31SHAWNA BURTON2024-04-29

Financial Data on WILLIAM S. WETTERER & CO., PSC CBS BENEFIT PLAN

Measure Date Value
2025 : WILLIAM S. WETTERER & CO., PSC CBS BENEFIT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-04-305702
Total liabilities as of the beginning of the plan year2025-04-30434
Total expenses incurred by plan in this plan year2025-04-30106788
Net assets as of the end of the plan year2025-04-307381
Total assets as of the beginning of the plan year2025-04-30542
Value of plan covered by a fidelity bond2025-04-301000000
Participant contributions to plan in this plan year2025-04-3030112
Other expenses paid from plan in this plan year2025-04-300
Other contributions to plan in this plan year2025-04-300
Other income to plan in this plan year2025-04-30816
Plan net income in this plan year2025-04-301571
Net assets as of the end of the plan year2025-04-301679
Net assets as of the beginning of the plan year2025-04-30108
Employer contributions to plan in this plan year2025-04-3077431
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-305991
2024 : WILLIAM S. WETTERER & CO., PSC CBS BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-04-29434
Total liabilities as of the beginning of the plan year2024-04-290
Total expenses incurred by plan in this plan year2024-04-2920146
Net assets as of the end of the plan year2024-04-29542
Total assets as of the beginning of the plan year2024-04-290
Value of plan covered by a fidelity bond2024-04-291000000
Participant contributions to plan in this plan year2024-04-295657
Other expenses paid from plan in this plan year2024-04-290
Other contributions to plan in this plan year2024-04-290
Other income to plan in this plan year2024-04-2950
Plan net income in this plan year2024-04-29108
Net assets as of the end of the plan year2024-04-29108
Net assets as of the beginning of the plan year2024-04-290
Employer contributions to plan in this plan year2024-04-2914547
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-291564

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