Weber Management, Inc. 401(K) Plan — Form 5500 plan (Weber Management, 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, Weber Management, Inc. 401(K) Plan is a benefit plan reported by Weber Management, Inc. under EIN 43-1594389 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $988,668 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weber Management, Inc.
- EIN
- 43-1594389
- Plan number
- 001
- Plan type
- 2
- Location
- Jefferson City, MO
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $988,668
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20241015115627NAL0057368354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $988,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $988,668
- Net assets (BOY)
- $1,544,311
Income & contributions
- Employer contributions
- $86,807
- Participant contributions
- $108,853
- Total contributions
- $195,660
- Total income / additions
- $385,164
Expenses & distributions
- Benefits paid
- $929,997
- Administrative expenses
- $10,810
- Total expenses
- $940,807
- Net increase / (decrease)
- -$555,643
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Digital Retirement Solutions, Inc. | NONE | $6,635 | $0 | 2023 |
| Employee Benefit Design | NONE | $3,395 | not reported in the loaded dataset | 2023 |
| Matrix Financial Solutions, Inc. | NONE | $780 | $0 | 2023 |
| July Business Services LLC | CONTRACT ADMINISTRATOR | $780 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weber Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Jefferson City, MO
- Digital Retirement Solutions, Inc. — Schedule C compensation
- Employee Benefit Design — Schedule C compensation
- Matrix Financial Solutions, Inc. — Schedule C compensation
- July Business Services LLC — Schedule C compensation