Perella Weinberg Partners Group Lp 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2016. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Perella Weinberg Partners Group Lp 401(k) Plan Facts (plan year 2016)

Plan name
PWP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PERELLA WEINBERG PARTNERS GROUP LP
Participants
526 (337 active employees)
Former employees with a balance
231
Plan assets
$51,932,402 at Dec 31, 2016
Average account balance
$91,592 across 567 accounts
Employer contributions
$2,227,983 in plan year 2016 (28% of all contributions)
Plan year
Jan 1, 2016 – Dec 31, 2016
Plan established
Jun 1, 2005
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2016 (Jan 1, 2016 – Dec 31, 2016), filed Jan 31, 2018. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2016

  • $8.11 million went into the plan in contributions, $2.23 million of it from the employer (28%).
  • $3.62 million was paid out to participants.
  • Investment and other income added $3.63 million.
  • Administrative expenses were $5,269, about $9 per account.

How the Perella Weinberg Partners Group Lp 401(k) changed, 2011–2016

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2011293$21.3 million$2.39 million$1.11 million
2012367$29.0 million$2.03 million$1.03 million
2013413$37.7 million$2.11 million$3.13 million
2014431$42.7 million$2.22 million$3.60 million
2015506$43.8 million$2.42 million$5.83 million
2016526$51.9 million$2.23 million$3.62 million

Perella Weinberg Partners Group Lp 401(k) Contact Information

Phone
212-287-3379
Mailing address
767 FIFTH AVENUE, NEW YORK NY 10153
Plan sponsor
PERELLA WEINBERG PARTNERS GROUP LP
Employer identification number (EIN)
20-5466924
Plan number
001

Questions about the Perella Weinberg Partners Group Lp 401(k)

Is the Perella Weinberg Partners Group Lp 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2016, and no later filing was found under this employer's EIN.

Does Perella Weinberg Partners Group Lp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2016 the employer contributed $2.23 million, 28% of all contributions.

Does the Perella Weinberg Partners Group Lp 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Perella Weinberg Partners Group Lp 401(k) plan?

526 participants at the start of plan year 2016, 337 of them active employees, and 231 former employees who still had money in the plan.

What is the average 401(k) balance at Perella Weinberg Partners Group Lp?

About $91,592 per account: $51.9 million in plan assets across 567 accounts with a balance at the end of plan year 2016.

Who manages the Perella Weinberg Partners Group Lp 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

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