2023 Form 5500 filing — The Weber Retirement 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 20240904131343NAL0020245905001) for The Weber Retirement Plan, reported by Weber Enterprises, Inc. Dba Eugene Taco Bell under EIN 93-0594771 and plan number 001. It reports 558 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.9MReported net assets$4,851,763
Participants558
Provider compensation$21.8K2 Schedule C row(s)$21,841
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240904131343NAL0020245905001
Plan sponsor
Weber Enterprises, Inc. Dba Eugene Taco Bell
EIN
93-0594771
Plan number
001
Location
Eugene, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$0
Money in vs. money out
Total income / additions$951.8K
Total expenses$281.2K
Benefits paid / distributions$259.4K
Contributions
Employer$192.5K
Participant$359.5K
Full reported line items
Total assets (EOY)
$4,851,763
Total liabilities (EOY)
$0
Net assets (EOY)
$4,851,763
Employer contributions
$192,530
Participant contributions
$359,532
Total income / additions
$951,805
Benefits paid
$259,353
Administrative expenses
$21,841
Total expenses
$281,194
Net increase / (decrease)
$670,611
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $21.8K
  2. 2
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904131343NAL0020245905001 cover?
It is the 2023 Form 5500 filing for The Weber Retirement Plan, reported by Weber Enterprises, Inc. Dba Eugene Taco Bell (EIN 93-0594771).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages