Weaver Companies 401(K) Plan — Form 5500 plan (Weaver Consultants Group, LLC)
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 Companies 401(K) Plan is a benefit plan reported by Weaver Consultants Group, LLC under EIN 36-4365041 and plan number 001. The latest loaded filing year is 2023. The filing reports 630 participants and $43,056,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weaver Consultants Group, LLC
- EIN
- 36-4365041
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 630
- End-of-year plan assets
- $43,056,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 630 | H, C | 20241010105240NAL0009927683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,056,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,056,256
- Net assets (BOY)
- $34,749,794
Income & contributions
- Employer contributions
- $1,073,309
- Participant contributions
- $3,267,306
- Total contributions
- $4,809,842
- Total income / additions
- $11,264,559
Expenses & distributions
- Benefits paid
- $2,831,400
- Administrative expenses
- $126,697
- Total expenses
- $2,958,097
- Net increase / (decrease)
- $8,306,462
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rothschild Investment Corporation | INVESTMENT ADVISOR | $63,389 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGNT | $49,073 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen LLC | AUDITOR | $19,950 | not reported in the loaded dataset | 2023 |
| Howard Simon & Associates, Inc. | CONTRACT ADMINISTRATOR | $6,745 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weaver Consultants Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Rothschild Investment Corporation — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Clifton Larson Allen LLC — Schedule C compensation
- Howard Simon & Associates, Inc. — Schedule C compensation