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ROBERT WEILER COMPANY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameROBERT WEILER COMPANY RETIREMENT SAVINGS PLAN
Plan identification number 001

ROBERT WEILER COMPANY RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ROBERT WEILER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ROBERT WEILER COMPANY
Employer identification number (EIN):314421977
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT WEILER COMPANY RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANIEL ALLMAN2024-02-26 DANIEL ALLMAN2024-02-26
0012022-01-01DANIEL ALLMAN2023-09-29 DANIEL ALLMAN2023-09-29
0012021-01-01DANIEL ALLMAN2022-08-11 DANIEL ALLMAN2022-08-11
0012020-01-01DANIEL ALLMAN2021-04-26 DANIEL ALLMAN2021-04-26
0012019-01-01DANIEL ALLMAN2020-07-13 DANIEL ALLMAN2020-07-13
0012018-01-01DANIEL ALLMAN2019-06-20 DANIEL ALLMAN2019-06-20
0012017-01-01DANIEL ALLMAN2018-07-24 DANIEL ALLMAN2018-07-24
0012016-01-01ERIC BEINING2017-07-21 ERIC BEINING2017-07-21
0012015-01-01ERIC BEINING2016-07-28 ERIC BEINING2016-07-28
0012014-01-01TIM BOURKE2015-03-31 TIM BOURKE2015-03-31
0012013-01-01TIM BOURKE2014-03-10 TIM BOURKE2014-03-10
0012012-01-01TIMOTHY BOURKE2013-03-22 TIMOTHY BOURKE2013-03-22
0012011-01-01TIMOTHY BOURKE2012-03-09 TIMOTHY BOURKE2012-03-09
0012007-01-01TIM BOURKE

Financial Data on ROBERT WEILER COMPANY RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : ROBERT WEILER COMPANY RETIREMENT SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-160
Total liabilities as of the end of the plan year2025-04-160
Total liabilities as of the beginning of the plan year2025-04-160
Total expenses incurred by plan in this plan year2025-04-1628530
Net assets as of the end of the plan year2025-04-162208044
Total assets as of the beginning of the plan year2025-04-161836014
Value of plan covered by a fidelity bond2025-04-16500000
Participant contributions to plan in this plan year2025-04-16121127
Value of participant loans at end of plan year2025-04-1615892
Other expenses paid from plan in this plan year2025-04-160
Other contributions to plan in this plan year2025-04-160
Other income to plan in this plan year2025-04-16224234
Plan net income in this plan year2025-04-16372030
Net assets as of the end of the plan year2025-04-162208044
Net assets as of the beginning of the plan year2025-04-161836014
Employer contributions to plan in this plan year2025-04-1655199
Fees paid to broker by Benefit Provider2025-04-1610009
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-16474
2024 : ROBERT WEILER COMPANY RETIREMENT SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-02-260
Total liabilities as of the end of the plan year2024-02-260
Total liabilities as of the beginning of the plan year2024-02-260
Total expenses incurred by plan in this plan year2024-02-2651498
Net assets as of the end of the plan year2024-02-261836014
Total assets as of the beginning of the plan year2024-02-261466980
Value of plan covered by a fidelity bond2024-02-26500000
Participant contributions to plan in this plan year2024-02-26117962
Value of participant loans at end of plan year2024-02-269951
Other expenses paid from plan in this plan year2024-02-260
Other contributions to plan in this plan year2024-02-260
Other income to plan in this plan year2024-02-26243931
Plan net income in this plan year2024-02-26369034
Net assets as of the end of the plan year2024-02-261836014
Net assets as of the beginning of the plan year2024-02-261466980
Value of contributions failed to transmitted timely2024-02-264646
Employer contributions to plan in this plan year2024-02-2658639
Fees paid to broker by Benefit Provider2024-02-268015
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-26460
2022 : ROBERT WEILER COMPANY RETIREMENT SAVINGS PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-110
Total liabilities as of the end of the plan year2022-08-110
Total liabilities as of the beginning of the plan year2022-08-110
Total expenses incurred by plan in this plan year2022-08-1139805
Net assets as of the end of the plan year2022-08-111715435
Total assets as of the beginning of the plan year2022-08-111446227
Value of plan covered by a fidelity bond2022-08-11500000
Participant contributions to plan in this plan year2022-08-1172934
Other expenses paid from plan in this plan year2022-08-110
Other contributions to plan in this plan year2022-08-110
Other income to plan in this plan year2022-08-11199612
Plan net income in this plan year2022-08-11269208
Net assets as of the end of the plan year2022-08-111715435
Net assets as of the beginning of the plan year2022-08-111446227
Value of contributions failed to transmitted timely2022-08-114646
Employer contributions to plan in this plan year2022-08-1136467
Fees paid to broker by Benefit Provider2022-08-117685
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-11100

Form 5500 Responses for ROBERT WEILER COMPANY RETIREMENT SAVINGS PLAN

2007: ROBERT WEILER COMPANY RETIREMENT SAVINGS PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

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