Weber Automotive Management, LLC 401(K) And Profit Sharing Plan — Form 5500 plan (Weber Automotive Management, 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 Automotive Management, LLC 401(K) And Profit Sharing Plan is a benefit plan reported by Weber Automotive Management, LLC under EIN 83-1043804 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $23,569,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weber Automotive Management, LLC
- EIN
- 83-1043804
- Plan number
- 001
- Plan type
- 3
- Location
- Columbia, IL
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $23,569,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20241012191709NAL0011993347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,569,764
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,569,764
- Net assets (BOY)
- $21,638,281
Income & contributions
- Employer contributions
- $722,409
- Participant contributions
- $1,406,181
- Total contributions
- $2,181,743
- Total income / additions
- $5,512,656
Expenses & distributions
- Benefits paid
- $3,480,840
- Administrative expenses
- $100,333
- Total expenses
- $3,581,173
- Net increase / (decrease)
- $1,931,483
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carsonallaria Wealth Management | ADVISOR | $37,222 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $34,971 | $0 | 2023 |
| Kerber, Eck & Braeckel Llp | AUDITOR | $19,000 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $8,787 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weber Automotive Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Columbia, IL
- Carsonallaria Wealth Management — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Kerber, Eck & Braeckel Llp — Schedule C compensation
- Newport Trust Company — Schedule C compensation