2023 Form 5500 filing — Weaver Employee 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011132031NAL0037028608001) for Weaver Employee 401(K) Plan, reported by Weaver Popcorn Manufacturing, LLC. under EIN 35-0953313 and plan number 002. It reports 1,363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$79.1MReported net assets$79,090,913
Participants1.4K1,363
Provider compensation$280.4K2 Schedule C row(s)$280,388
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011132031NAL0037028608001
Plan sponsor
Weaver Popcorn Manufacturing, LLC.
EIN
35-0953313
Plan number
002
Location
Whitestown, IN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$79.1M total assets
Net assets$79.1MLiabilities$0
Money in vs. money out
Total income / additions$18.5M
Total expenses$8.4M
Benefits paid / distributions$8.1M
Contributions
Employer$4M
Participant$5.5M
Full reported line items
Total assets (EOY)
$79,090,913
Total liabilities (EOY)
$0
Net assets (EOY)
$79,090,913
Employer contributions
$3,974,282
Participant contributions
$5,515,220
Total income / additions
$18,450,386
Benefits paid
$8,124,286
Administrative expenses
$262,232
Total expenses
$8,386,518
Net increase / (decrease)
$10,063,868

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$150,261$0
Merrill Lynch Pierce Fenner & SmithCONSULTANT$111,971$18,156

Related Form 5500 pages