Original filing (PDF)20250415134126NAL0003308929001

J.M. WECHTER & ASSOCIATES, INC.

Name: J.M. WECHTER & ASSOCIATES, INC. — J.M. WECHTER & ASSOCIATES, INC. 401(K) AND PROFIT SHARING PLAN, Form 5500 (2023)
Creator: J.M. WECHTER & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

J.M. WECHTER & ASSOCIATES, INC. 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.M. WECHTER & ASSOCIATES, INC..

Plan sponsor

Name

J.M. WECHTER & ASSOCIATES, INC.

EIN

06-1373644

Address

569 MAIN STREET · MONROE, CT · 06468

Phone

(203) 452-0063

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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