2023 Form 5500 filing — Weaver Companies 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 20241010105240NAL0009927683001) for Weaver Companies 401(K) Plan, reported by Weaver Consultants Group, LLC under EIN 36-4365041 and plan number 001. It reports 630 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010105240NAL0009927683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weaver Consultants Group, LLC
- EIN
- 36-4365041
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 630
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,056,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,056,256
- Employer contributions
- $1,073,309
- Participant contributions
- $3,267,306
- Total income / additions
- $11,264,559
- Benefits paid
- $2,831,400
- Administrative expenses
- $126,697
- Total expenses
- $2,958,097
- Net increase / (decrease)
- $8,306,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rothschild Investment Corporation | INVESTMENT ADVISOR | $63,389 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGNT | $49,073 | not reported in the loaded dataset |
| Clifton Larson Allen LLC | AUDITOR | $19,950 | not reported in the loaded dataset |
| Howard Simon & Associates, Inc. | CONTRACT ADMINISTRATOR | $6,745 | $10,000 |