Weber-Knapp 401(K) Retirement Savings Plan — Form 5500 plan (Weber-Knapp Company, 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-Knapp 401(K) Retirement Savings Plan is a benefit plan reported by Weber-Knapp Company, Inc. under EIN 16-0997721 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $12,354,734 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weber-Knapp Company, Inc.
EIN
16-0997721
Plan number
001
Plan type
2
Location
Jamestown, NY
Latest filing year
2023
Participants
117
End-of-year plan assets
$12,354,734

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023117H, C20241004071321NAL0006446547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,354,734
Total liabilities (EOY)
$0
Net assets (EOY)
$12,354,734
Net assets (BOY)
$13,195,402

Income & contributions

Employer contributions
$212,686
Participant contributions
$427,885
Total contributions
$652,666
Total income / additions
$2,859,191

Expenses & distributions

Benefits paid
$3,638,484
Administrative expenses
$61,375
Total expenses
$3,699,859
Net increase / (decrease)
-$840,668

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$61,375$02023
Ubs Financial Services IncINVESTMENT ADVISORY$0$33,9252023

Related Form 5500 pages