2023 Form 5500 filing — Weber Management, Inc. 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 20241015115627NAL0057368354001) for Weber Management, Inc. 401(K) Plan, reported by Weber Management, Inc. under EIN 43-1594389 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115627NAL0057368354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weber Management, Inc.
- EIN
- 43-1594389
- Plan number
- 001
- Location
- Jefferson City, MO
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $988,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $988,668
- Employer contributions
- $86,807
- Participant contributions
- $108,853
- Total income / additions
- $385,164
- Benefits paid
- $929,997
- Administrative expenses
- $10,810
- Total expenses
- $940,807
- Net increase / (decrease)
- -$555,643
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Digital Retirement Solutions, Inc. | NONE | $6,635 | $0 |
| Employee Benefit Design | NONE | $3,395 | not reported in the loaded dataset |
| Matrix Financial Solutions, Inc. | NONE | $780 | $0 |
| July Business Services LLC | CONTRACT ADMINISTRATOR | $780 | not reported in the loaded dataset |