Weber Asset Management, Inc. 401(K)/Profit Sharing Plan — Form 5500 plan (Weber Asset Management, Inc.)
Plain-English plan 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, Weber Asset Management, Inc. 401(K)/Profit Sharing Plan is a benefit plan reported by Weber Asset Management, Inc. under EIN 11-3115160 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $10,800,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weber Asset Management, Inc.
- EIN
- 11-3115160
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Success, NY
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $10,800,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20241008142538NAL0008458403001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,800,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,800,866
- Net assets (BOY)
- $8,848,637
Income & contributions
- Employer contributions
- $30,310
- Participant contributions
- $149,666
- Total income / additions
- $2,089,341
Expenses & distributions
- Benefits paid
- $137,112
- Administrative expenses
- $0
- Total expenses
- $137,112
- Net increase / (decrease)
- $1,952,229
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.