2023 Form 5500 filing — Weber Asset Management, Inc. 401(K)/Profit Sharing 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 20241008142538NAL0008458403001) for Weber Asset Management, Inc. 401(K)/Profit Sharing Plan, reported by Weber Asset Management, Inc. under EIN 11-3115160 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241008142538NAL0008458403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weber Asset Management, Inc.
- EIN
- 11-3115160
- Plan number
- 001
- Location
- Lake Success, NY
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,800,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,800,866
- Employer contributions
- $30,310
- Participant contributions
- $149,666
- Total income / additions
- $2,089,341
- Benefits paid
- $137,112
- Administrative expenses
- $0
- Total expenses
- $137,112
- Net increase / (decrease)
- $1,952,229
- Schedule source
- Schedule I