Weaber Retirement Savings Plan — Form 5500 plan (Weaber, 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, Weaber Retirement Savings Plan is a benefit plan reported by Weaber, Inc. under EIN 32-0362825 and plan number 001. The latest loaded filing year is 2023. The filing reports 451 participants and $14,799,317 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weaber, Inc.
EIN
32-0362825
Plan number
001
Plan type
2
Location
Lebanon, PA
Latest filing year
2023
Participants
451
End-of-year plan assets
$14,799,317

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023451H, C20240912142113NAL0010248769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,799,317
Total liabilities (EOY)
$0
Net assets (EOY)
$14,799,317
Net assets (BOY)
$13,822,174

Income & contributions

Employer contributions
$84,668
Participant contributions
$738,928
Total contributions
$823,596
Total income / additions
$2,587,479

Expenses & distributions

Benefits paid
$1,523,272
Administrative expenses
$87,064
Total expenses
$1,610,336
Net increase / (decrease)
$977,143

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Invest Holdings LLCRECORDKEEPER$47,403$02023
Rbc Capital Markets LLCINVESTMENT ADVISOR$40,806not reported in the loaded dataset2023

Related Form 5500 pages