Weaver Brothers, Inc. Profit Sharing Plan — Form 5500 plan (Weaver Brothers, 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, Weaver Brothers, Inc. Profit Sharing Plan is a benefit plan reported by Weaver Brothers, Inc. under EIN 34-4468606 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $4,599,325 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weaver Brothers, Inc.
EIN
34-4468606
Plan number
001
Plan type
2
Location
Versailles, OH
Latest filing year
2023
Participants
368
End-of-year plan assets
$4,599,325

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023368H, C20240730123010NAL0034181856004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,599,325
Net assets (EOY)
$4,599,325
Net assets (BOY)
$3,931,677

Income & contributions

Employer contributions
$649,663
Total contributions
$649,663
Total income / additions
$1,017,351

Expenses & distributions

Benefits paid
$317,380
Administrative expenses
$32,323
Total expenses
$349,703
Net increase / (decrease)
$667,648

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
State BankTRUSTEE$32,323not reported in the loaded dataset2023
Mccrate, Delaet & Co.ACCOUNTANT$0not reported in the loaded dataset2023
Jacob, Haxton & Boord LLCTHIRD PARTY ADMINISTRATOR$0not reported in the loaded dataset2023

Related Form 5500 pages