Weaver And Tidwell, L.L.P. Profit Sharing Plan And Trust — Form 5500 plan (Weaver And Tidwell, L.L.P.)

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 And Tidwell, L.L.P. Profit Sharing Plan And Trust is a benefit plan reported by Weaver And Tidwell, L.L.P. under EIN 75-0786316 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,254 participants and $122,870,780 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weaver And Tidwell, L.L.P.
EIN
75-0786316
Plan number
002
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
Participants
1,254
End-of-year plan assets
$122,870,780

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,254H, C20241008165931NAL0029314368001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$122,870,780
Total liabilities (EOY)
$0
Net assets (EOY)
$122,870,780
Net assets (BOY)
$99,846,812

Income & contributions

Employer contributions
$5,017,492
Participant contributions
$9,829,886
Total contributions
$17,481,649
Total income / additions
$36,863,353

Expenses & distributions

Benefits paid
$13,688,797
Administrative expenses
$140,178
Total expenses
$13,839,385
Net increase / (decrease)
$23,023,968

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$80,401$02023
0CONSULTANT$60,000not reported in the loaded dataset2023

Related Form 5500 pages