S. Clyde Weaver, Inc. 401(K) Plan — Form 5500 plan (S. Clyde Weaver, 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, S. Clyde Weaver, Inc. 401(K) Plan is a benefit plan reported by S. Clyde Weaver, Inc. under EIN 23-1552229 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $7,549,146 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
S. Clyde Weaver, Inc.
EIN
23-1552229
Plan number
001
Plan type
2
Location
East Petersburg, PA
Latest filing year
2023
Participants
121
End-of-year plan assets
$7,549,146

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023121H, C20241001143208NAL0003377267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,549,146
Total liabilities (EOY)
$0
Net assets (EOY)
$7,549,146
Net assets (BOY)
$7,652,808

Income & contributions

Employer contributions
$59,440
Participant contributions
$225,779
Total contributions
$297,479
Total income / additions
$1,239,516

Expenses & distributions

Benefits paid
$1,322,495
Administrative expenses
$20,683
Total expenses
$1,343,178
Net increase / (decrease)
-$103,662

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$20,182$02023
Raymond James & Associates, Inc.INVESTMENT ADVISOR$0$11,0532023

Related Form 5500 pages