The Weitz Retirement And 401(K) Plan — Form 5500 plan (The Weitz Company, LLC)

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, The Weitz Retirement And 401(K) Plan is a benefit plan reported by The Weitz Company, LLC under EIN 42-1512625 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,453 participants and $134,464,081 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Weitz Company, LLC
EIN
42-1512625
Plan number
001
Plan type
2
Location
Des Moines, IA
Latest filing year
2023
Participants
1,453
End-of-year plan assets
$134,464,081

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,453H, C20241014150836NAL0054117170001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$134,464,081
Total liabilities (EOY)
$0
Net assets (EOY)
$134,464,081
Net assets (BOY)
$117,289,934

Income & contributions

Employer contributions
$2,794,109
Participant contributions
$8,920,685
Total contributions
$13,683,908
Total income / additions
$33,760,204

Expenses & distributions

Benefits paid
$16,378,413
Administrative expenses
$176,381
Total expenses
$16,586,057
Net increase / (decrease)
$17,174,147

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$146,079$02023
Capfinancial Partners LlCONTRACT ADMINISTRATOR$30,050not reported in the loaded dataset2023

Related Form 5500 pages