Weis Builders, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Weis Builders, 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, Weis Builders, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Weis Builders, Inc. under EIN 41-0834779 and plan number 001. The latest loaded filing year is 2023. The filing reports 309 participants and $33,229,252 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weis Builders, Inc.
EIN
41-0834779
Plan number
001
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
309
End-of-year plan assets
$33,229,252

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023309H, C20240910154804NAL0007115953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,229,252
Total liabilities (EOY)
$0
Net assets (EOY)
$33,229,252
Net assets (BOY)
$27,529,396

Income & contributions

Employer contributions
$738,105
Participant contributions
$2,326,694
Total contributions
$3,290,737
Total income / additions
$8,418,623

Expenses & distributions

Benefits paid
$2,680,704
Administrative expenses
$36,598
Total expenses
$2,718,767
Net increase / (decrease)
$5,699,856

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kdv Wealth Management, LLCINVESTMENT ADVISOR$34,000not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$17,970$02023

Related Form 5500 pages