2023 Form 5500 filing — Weber Packaging Solutions Employees' Retirement Plan And Trust
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 20241008124430NAL0029855328001) for Weber Packaging Solutions Employees' Retirement Plan And Trust, reported by Weber Marking Systems, Inc. Dba Weber Packaging Solutions, Inc. under EIN 36-2305066 and plan number 001. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008124430NAL0029855328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weber Marking Systems, Inc. Dba Weber Packaging Solutions, Inc.
- EIN
- 36-2305066
- Plan number
- 001
- Location
- Arlington Heights, IL
- Participants
- 293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,552,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,552,849
- Employer contributions
- $284,106
- Participant contributions
- $914,460
- Total income / additions
- $4,197,095
- Benefits paid
- $4,431,535
- Administrative expenses
- $44,650
- Total expenses
- $4,476,185
- Net increase / (decrease)
- -$279,090
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,649 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $16,000 |
| Miller Cooper & Co., Ltd. | ACCOUNTANT | $0 | $8,250 |