Weber Distribution, LLC 401(K) Plan — Form 5500 plan (Weber Distribution, LLC)

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 Distribution, LLC 401(K) Plan is a benefit plan reported by Weber Distribution, LLC under EIN 68-0592921 and plan number 001. The latest loaded filing year is 2023. The filing reports 849 participants and $16,258,803 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weber Distribution, LLC
EIN
68-0592921
Plan number
001
Plan type
2
Location
Santa Fe Springs, CA
Latest filing year
2023
Participants
849
End-of-year plan assets
$16,258,803

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023849H, C20240729150312NAL0032303376001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,258,803
Total liabilities (EOY)
$0
Net assets (EOY)
$16,258,803
Net assets (BOY)
$12,983,360

Income & contributions

Employer contributions
$456,811
Participant contributions
$1,659,240
Total contributions
$2,262,161
Total income / additions
$4,484,902

Expenses & distributions

Benefits paid
$1,119,663
Administrative expenses
$83,615
Total expenses
$1,209,459
Net increase / (decrease)
$3,275,443

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$48,461$02023
Windes IncACCOUNTANT$19,781not reported in the loaded dataset2023
Benefit FinancialINVESTMENT ADVISORY$15,373not reported in the loaded dataset2023

Related Form 5500 pages