Plan5500

Weiler, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Weiler, 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, Weiler, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Weiler, Inc. under EIN 42-1499763 and plan number 001. The latest loaded filing year is 2023. The filing reports 542 participants and $14,613,378 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weiler, Inc.
EIN
42-1499763
Plan number
001
Plan type
2
Location
Knoxville, IA
Latest filing year
2023
Participants
542
End-of-year plan assets
$14,613,378

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023542H, C20241010092931NAL0020756449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,613,378
Total liabilities (EOY)
$0
Net assets (EOY)
$14,613,378
Net assets (BOY)
$10,589,692

Income & contributions

Employer contributions
$930,424
Participant contributions
$1,653,681
Total contributions
$2,769,632
Total income / additions
$4,980,479

Expenses & distributions

Benefits paid
$873,359
Administrative expenses
$78,195
Total expenses
$956,793
Net increase / (decrease)
$4,023,686

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Finway Group, LLCCONTRACT ADMIN$42,401$02023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$31,855$02023
Pensionmark Financial GroupOTHER$5,757not reported in the loaded dataset2023

Related Form 5500 pages