Fred Weber, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Fred Weber, 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, Fred Weber, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Fred Weber, Inc. under EIN 43-0626545 and plan number 004. The latest loaded filing year is 2023. The filing reports 232 participants and $20,601,714 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fred Weber, Inc.
EIN
43-0626545
Plan number
004
Plan type
3
Location
Maryland Heights, MO
Latest filing year
2023
Participants
232
End-of-year plan assets
$20,601,714

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20241010153857NAL0011672003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,601,714
Total liabilities (EOY)
$0
Net assets (EOY)
$20,601,714
Net assets (BOY)
$18,184,589

Income & contributions

Employer contributions
$439,847
Participant contributions
$906,737
Total contributions
$1,348,369
Total income / additions
$4,319,601

Expenses & distributions

Benefits paid
$1,810,514
Administrative expenses
$49,892
Total expenses
$1,902,476
Net increase / (decrease)
$2,417,125

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$49,892not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$14$7,6182023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages