Plan5500

H.G. Weber Company Employees' Trust — Form 5500 plan (H.G. Weber & Co., 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, H.G. Weber Company Employees' Trust is a benefit plan reported by H.G. Weber & Co., Inc. under EIN 39-0692430 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $10,533,879 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H.G. Weber & Co., Inc.
EIN
39-0692430
Plan number
001
Plan type
2
Location
Kiel, WI
Latest filing year
2023
Participants
180
End-of-year plan assets
$10,533,879

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20240731145950NAL0012796867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,533,879
Total liabilities (EOY)
$0
Net assets (EOY)
$10,533,879
Net assets (BOY)
$9,975,929

Income & contributions

Employer contributions
$332,620
Participant contributions
$680,713
Total contributions
$1,640,819
Total income / additions
$3,290,344

Expenses & distributions

Benefits paid
$2,706,743
Administrative expenses
$25,651
Total expenses
$2,732,394
Net increase / (decrease)
$557,950

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$25,651not reported in the loaded dataset2023
Matrix Trust Company NaNONE$0$02023

Related Form 5500 pages