Weekley Homes 401(K) Plan — Form 5500 plan (Weekley Homes)
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, Weekley Homes 401(K) Plan is a benefit plan reported by Weekley Homes under EIN 76-0519106 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,160 participants and $356,052,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weekley Homes
- EIN
- 76-0519106
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 2,160
- End-of-year plan assets
- $356,052,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,160 | H, C | 20240822093647NAL0010735842001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $356,052,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $356,052,223
- Net assets (BOY)
- $307,571,682
Income & contributions
- Employer contributions
- $13,332,071
- Participant contributions
- $17,778,706
- Total contributions
- $32,177,865
- Total income / additions
- $77,102,138
Expenses & distributions
- Benefits paid
- $28,231,800
- Administrative expenses
- $389,797
- Total expenses
- $28,621,597
- Net increase / (decrease)
- $48,480,541
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $284,364 | $273,890 | 2023 |
| Warwick Investment Management Inc. | NONE | $86,706 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $17,590 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $16,413 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weekley Homes
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Milliman, Inc. — Schedule C compensation
- Warwick Investment Management Inc. — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation