2023 Form 5500 filing — The Weitz Retirement And 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 20241014150836NAL0054117170001) for The Weitz Retirement And 401(K) Plan, reported by The Weitz Company, LLC under EIN 42-1512625 and plan number 001. It reports 1,453 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150836NAL0054117170001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Weitz Company, LLC
- EIN
- 42-1512625
- Plan number
- 001
- Location
- Des Moines, IA
- Participants
- 1,453
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $134,464,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $134,464,081
- Employer contributions
- $2,794,109
- Participant contributions
- $8,920,685
- Total income / additions
- $33,760,204
- Benefits paid
- $16,378,413
- Administrative expenses
- $176,381
- Total expenses
- $16,586,057
- Net increase / (decrease)
- $17,174,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $146,079 | $0 |
| Capfinancial Partners Ll | CONTRACT ADMINISTRATOR | $30,050 | not reported in the loaded dataset |