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, The Weitz Retirement And 401(K) Plan is a benefit plan reported by The Weitz Company, LLC under EIN 42-1512625 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,453 participants and $134,464,081 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $134,464,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $134,464,081
- Net assets (BOY)
- $117,289,934
Income & contributions
- Employer contributions
- $2,794,109
- Participant contributions
- $8,920,685
- Total contributions
- $13,683,908
- Total income / additions
- $33,760,204
Expenses & distributions
- Benefits paid
- $16,378,413
- Administrative expenses
- $176,381
- Total expenses
- $16,586,057
- Net increase / (decrease)
- $17,174,147