Original filing (PDF)20240626093157NAL0018068466001

MICHAEL WERNER, INC.

Name: MICHAEL WERNER, INC. — MICHAEL WERNER, INC. DEFINED BENEFIT PLAN, Form 5500 (2023)
Creator: MICHAEL WERNER, INC.

Form 5500-SF

FILING_RECEIVED

MICHAEL WERNER, INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL WERNER, INC..

Plan sponsor

Name

MICHAEL WERNER, INC.

EIN

13-3546772

Address

4 EAST 77TH STREET · NEW YORK, NY · 10075

Phone

(212) 988-1623

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-26

Filed

2024-06-26

Pension benefit codes

1A · Pay-related DB formula

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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