Plan5500

Weiler Forestry 401(K) Plan — Form 5500 plan (Weiler Forestry, 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 Forestry 401(K) Plan is a benefit plan reported by Weiler Forestry, Inc. under EIN 83-4327631 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $9,053,780 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Weiler Forestry, Inc.
EIN
83-4327631
Plan number
001
Plan type
2
Location
Lagrange, GA
Latest filing year
2023
Participants
240
End-of-year plan assets
$9,053,780

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20241014142247NAL0046340080001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,053,780
Total liabilities (EOY)
$0
Net assets (EOY)
$9,053,780
Net assets (BOY)
$7,152,992

Income & contributions

Employer contributions
$390,451
Participant contributions
$1,109,052
Total contributions
$1,552,101
Total income / additions
$2,918,449

Expenses & distributions

Benefits paid
$952,228
Administrative expenses
$50,166
Total expenses
$1,017,661
Net increase / (decrease)
$1,900,788

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Finway Group, LLCCONTRACT ADMIN$31,722not reported in the loaded dataset2023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$18,567$02023
Empower Advisory Group, LLCINVESTMENT MGMT$6,579not reported in the loaded dataset2023

Related Form 5500 pages