2023 Form 5500 filing — Weaver And Tidwell, L.L.P. Profit Sharing 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 20241008165931NAL0029314368001) for Weaver And Tidwell, L.L.P. Profit Sharing Plan And Trust, reported by Weaver And Tidwell, L.L.P. under EIN 75-0786316 and plan number 002. It reports 1,254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008165931NAL0029314368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weaver And Tidwell, L.L.P.
- EIN
- 75-0786316
- Plan number
- 002
- Location
- Fort Worth, TX
- Participants
- 1,254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $122,870,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $122,870,780
- Employer contributions
- $5,017,492
- Participant contributions
- $9,829,886
- Total income / additions
- $36,863,353
- Benefits paid
- $13,688,797
- Administrative expenses
- $140,178
- Total expenses
- $13,839,385
- Net increase / (decrease)
- $23,023,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $80,401 | $0 |
| 0 | CONSULTANT | $60,000 | not reported in the loaded dataset |