Plan5500

Weidert Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Weidert Group, Inc. (EIN 39-1508459) is a plan sponsor located in Appleton, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1508459
Location
Appleton, WI
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Weidert Group, Inc.

  • 1 loaded plans hold $2.8M in reported assets.
  • The largest, Weidert Group, Inc. Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 42 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.5MSummed across loaded plans$1,521,811
Total reported assets$2.8M$2,818,796
Total reported participants42
Total reported liabilities$1.3M$1,296,985

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets
Net assets$1.5MLiabilities$1.3M
Contributions & income
Employer contributions$84.5K
Participant contributionsNot reported
Total income / additions$163.4K
Expenses & distributions
Benefits paid / distributions$25.1K
Total expenses$71K
Net increase / (decrease)$92.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Weidert Group, Inc. Employee Stock Ownership Plan
Participants per plan42Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Weidert Group, Inc. Employee Stock Ownership Plan$2.8M
    Plan #002 · 42 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Weidert Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Weidert Group, Inc. Employee Stock Ownership Plan42 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Weidert Group, Inc. report on Form 5500?
Weidert Group, Inc. (EIN 39-1508459) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Weidert Group, Inc.?
The Employer Identification Number (EIN) reported for Weidert Group, Inc. is 39-1508459.
What is the latest Form 5500 filing year for Weidert Group, Inc.?
The latest loaded Form 5500 filing year for Weidert Group, Inc. is 2023.

Related Form 5500 pages