Weinig Holz-Her Usa, Inc. Profit Sharing Plan — Form 5500 plan (Weinig Holz-Her Usa, 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, Weinig Holz-Her Usa, Inc. Profit Sharing Plan is a benefit plan reported by Weinig Holz-Her Usa, Inc. under EIN 56-1878980 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $18,977,257 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weinig Holz-Her Usa, Inc.
EIN
56-1878980
Plan number
001
Plan type
2
Location
Mooresville, NC
Latest filing year
2023
Participants
192
End-of-year plan assets
$18,977,257

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023192H, C20241001072100NAL0006723217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,977,257
Total liabilities (EOY)
$0
Net assets (EOY)
$18,977,257
Net assets (BOY)
$16,447,951

Income & contributions

Employer contributions
$563,843
Participant contributions
$1,201,782
Total contributions
$1,862,644
Total income / additions
$4,565,072

Expenses & distributions

Benefits paid
$2,010,330
Administrative expenses
$25,436
Total expenses
$2,035,766
Net increase / (decrease)
$2,529,306

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$25,436$02023

Related Form 5500 pages