2023 Form 5500 filing — Weekley Homes 401(K) 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 20240822093647NAL0010735842001) for Weekley Homes 401(K) Plan, reported by Weekley Homes under EIN 76-0519106 and plan number 002. It reports 2,160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822093647NAL0010735842001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weekley Homes
- EIN
- 76-0519106
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 2,160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $356,052,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $356,052,223
- Employer contributions
- $13,332,071
- Participant contributions
- $17,778,706
- Total income / additions
- $77,102,138
- Benefits paid
- $28,231,800
- Administrative expenses
- $389,797
- Total expenses
- $28,621,597
- Net increase / (decrease)
- $48,480,541
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $284,364 | $273,890 |
| Warwick Investment Management Inc. | NONE | $86,706 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $17,590 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $16,413 |