Edgar A. Weber & Company Employees Profit Sharing Plan & Trust — Form 5500 plan (Edgar A. Weber & Company)
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, Edgar A. Weber & Company Employees Profit Sharing Plan & Trust is a benefit plan reported by Edgar A. Weber & Company under EIN 36-2310066 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $18,963,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edgar A. Weber & Company
- EIN
- 36-2310066
- Plan number
- 001
- Plan type
- 2
- Location
- Wheeling, IL
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $18,963,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20250304085449NAL0006833841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,963,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,963,982
- Net assets (BOY)
- $16,900,726
Income & contributions
- Employer contributions
- $688,246
- Participant contributions
- $555,729
- Total contributions
- $1,243,975
- Total income / additions
- $3,254,312
Expenses & distributions
- Benefits paid
- $982,972
- Administrative expenses
- $208,084
- Total expenses
- $1,191,056
- Net increase / (decrease)
- $2,063,256
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Investment Advisors | ADVISOR | $149,965 | $0 | 2023 |
| Newport Group, Inc. | NONE | $58,119 | $0 | 2023 |