Weaver Street Market Retirement Trust — Form 5500 plan (Weaver Street Market)
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 Street Market Retirement Trust is a benefit plan reported by Weaver Street Market under EIN 56-1590492 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $8,669,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weaver Street Market
- EIN
- 56-1590492
- Plan number
- 001
- Plan type
- 2
- Location
- Hillsborough, NC
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $8,669,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20241010071400NAL0040086242001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,669,509
- Total liabilities (EOY)
- $129,843
- Net assets (EOY)
- $8,539,666
- Net assets (BOY)
- $6,792,484
Income & contributions
- Employer contributions
- $241,950
- Participant contributions
- $555,618
- Total contributions
- $797,568
- Total income / additions
- $1,926,102
Expenses & distributions
- Benefits paid
- $169,926
- Administrative expenses
- $8,994
- Total expenses
- $178,920
- Net increase / (decrease)
- $1,747,182
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $10,294 | $0 | 2023 |