2023 Form 5500 filing — Weems Industries, Inc. 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240822091315NAL0002498131001) for Weems Industries, Inc. 401(K) Retirement Savings Plan, reported by Weems Industries, Inc. under EIN 42-1364576 and plan number 002. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822091315NAL0002498131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weems Industries, Inc.
- EIN
- 42-1364576
- Plan number
- 002
- Location
- Marion, IA
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,826,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,826,898
- Employer contributions
- $263,375
- Participant contributions
- $491,558
- Total income / additions
- $1,750,440
- Benefits paid
- $523,979
- Administrative expenses
- $3,250
- Total expenses
- $527,229
- Net increase / (decrease)
- $1,223,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Of Omaha | INVESTMENT COMPANY | $3,250 | $0 |