2023 Form 5500 filing — Weis Markets, Inc. Retirement Savings 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 20241015173326NAL0029264641001) for Weis Markets, Inc. Retirement Savings Plan, reported by Weis Markets, Inc. under EIN 24-0755415 and plan number 004. It reports 24,706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173326NAL0029264641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weis Markets, Inc.
- EIN
- 24-0755415
- Plan number
- 004
- Location
- Sunbury, PA
- Participants
- 24,706
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $269,136,949
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $269,136,949
- Employer contributions
- $5,862,675
- Participant contributions
- $17,218,191
- Total income / additions
- $63,781,629
- Benefits paid
- $19,819,939
- Administrative expenses
- $1,730,242
- Total expenses
- $21,550,181
- Net increase / (decrease)
- $42,231,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | RECORDKEEPER | $763,781 | $0 |
| Voya Retirement Advisors, LLC | INVEST ADVISOR | $89,779 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $52,062 | not reported in the loaded dataset |
| Rkl, Llp | AUDITOR | $15,000 | not reported in the loaded dataset |