Weber Packaging Solutions Employees' Retirement Plan And Trust — Form 5500 plan (Weber Marking Systems, Inc. Dba Weber Packaging Solutions, 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, Weber Packaging Solutions Employees' Retirement Plan And Trust is a benefit plan reported by Weber Marking Systems, Inc. Dba Weber Packaging Solutions, Inc. under EIN 36-2305066 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $23,552,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weber Marking Systems, Inc. Dba Weber Packaging Solutions, Inc.
- EIN
- 36-2305066
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington Heights, IL
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $23,552,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20241008124430NAL0029855328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,552,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,552,849
- Net assets (BOY)
- $23,831,939
Income & contributions
- Employer contributions
- $284,106
- Participant contributions
- $914,460
- Total contributions
- $1,215,715
- Total income / additions
- $4,197,095
Expenses & distributions
- Benefits paid
- $4,431,535
- Administrative expenses
- $44,650
- Total expenses
- $4,476,185
- Net increase / (decrease)
- -$279,090
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,649 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $16,000 | 2023 |
| Miller Cooper & Co., Ltd. | ACCOUNTANT | $0 | $8,250 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Weber Marking Systems, Inc. Dba Weber Packaging Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Arlington Heights, IL
- Principal Life Insurance Company — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Miller Cooper & Co., Ltd. — Schedule C compensation