Weis Markets, Inc. Retirement Savings Plan — Form 5500 plan (Weis Markets, Inc.)
Plain-English plan 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, Weis Markets, Inc. Retirement Savings Plan is a benefit plan reported by Weis Markets, Inc. under EIN 24-0755415 and plan number 004. The latest loaded filing year is 2023. The filing reports 24,706 participants and $269,136,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weis Markets, Inc.
- EIN
- 24-0755415
- Plan number
- 004
- Plan type
- 2
- Location
- Sunbury, PA
- Latest filing year
- 2023
- Participants
- 24,706
- End-of-year plan assets
- $269,136,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24,706 | H, C | 20241015173326NAL0029264641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $269,136,949
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $269,136,949
- Net assets (BOY)
- $226,905,501
Income & contributions
- Employer contributions
- $5,862,675
- Participant contributions
- $17,218,191
- Total contributions
- $25,027,531
- Total income / additions
- $63,781,629
Expenses & distributions
- Benefits paid
- $19,819,939
- Administrative expenses
- $1,730,242
- Total expenses
- $21,550,181
- Net increase / (decrease)
- $42,231,448
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Institutional Plan Services | RECORDKEEPER | $763,781 | $0 | 2023 |
| Voya Retirement Advisors, LLC | INVEST ADVISOR | $89,779 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $52,062 | not reported in the loaded dataset | 2023 |
| Rkl, Llp | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weis Markets, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Sunbury, PA
- Voya Institutional Plan Services — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Rkl, Llp — Schedule C compensation