Original filing (PDF)20251112160304NAL0000310289001

Robert E WERT

Name: Robert E WERT — Robert E WERT 401 (K) Sharing Plan, Form 5500 (2023)
Creator: Robert E WERT
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert E WERT 401 (K) Sharing Plan &Trust

401(k) retirement plan · Robert E WERT's Robert E WERT 401 (K) Sharing Plan &Trust filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 11.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Robert WERT signed Robert E WERT's 2023 Form 5500 as plan administrator.

Robert WERT — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robert E WERT's EIN is 25-1626374.

EIN 25-1626374

Plan number 001

Plan year 2023

ACK ID 20251112160304NAL0000310289001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Robert E WERT from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Robert E WERT's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT E WERT.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off