2023 Form 5500 filing — Weaver Cooke Construction, LLC Profit Sharing/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 20240923133438NAL0004154723001) for Weaver Cooke Construction, LLC Profit Sharing/401(K) Plan, reported by Weaver Cooke Construction, LLC under EIN 56-1992075 and plan number 001. It reports 139 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)$12.4MReported net assets$12,432,090
Participants139
Provider compensation$59.9K5 Schedule C row(s)$59,894
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923133438NAL0004154723001
Plan sponsor
Weaver Cooke Construction, LLC
EIN
56-1992075
Plan number
001
Location
Greensboro, NC
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)$12.4M total assets
Net assets$12.4MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$648.1K
Benefits paid / distributions$588.2K
Contributions
Employer$319K
Participant$950.1K
Full reported line items
Total assets (EOY)
$12,432,090
Total liabilities (EOY)
$0
Net assets (EOY)
$12,432,090
Employer contributions
$319,018
Participant contributions
$950,115
Total income / additions
$2,903,523
Benefits paid
$588,208
Administrative expenses
$59,892
Total expenses
$648,100
Net increase / (decrease)
$2,255,423
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $20.4K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $15.2K
  3. 3
    INVESTMENT ADVISOR · Direct $14K
  4. 4
    Bkd Llp$10.2K
    AUDITOR · Direct $10.2K
  5. 5
    INVESTMENT MGMT · Direct $3

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923133438NAL0004154723001 cover?
It is the 2023 Form 5500 filing for Weaver Cooke Construction, LLC Profit Sharing/401(K) Plan, reported by Weaver Cooke Construction, LLC (EIN 56-1992075).
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