WEITZ INVESTMENT MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC.
| Measure | Date | Value |
|---|
| 2025 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-09 | 645773 |
| Net assets as of the end of the plan year | 2025-07-09 | 48667789 |
| Total assets as of the beginning of the plan year | 2025-07-09 | 43058523 |
| Value of plan covered by a fidelity bond | 2025-07-09 | 25000000 |
| Other contributions to plan in this plan year | 2025-07-09 | 1310 |
| Other income to plan in this plan year | 2025-07-09 | 4618052 |
| Plan net income in this plan year | 2025-07-09 | 5609266 |
| Net assets as of the end of the plan year | 2025-07-09 | 48667789 |
| Net assets as of the beginning of the plan year | 2025-07-09 | 43058523 |
| Employer contributions to plan in this plan year | 2025-07-09 | 1635677 |
| 2024 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-17 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-17 | 503864 |
| Net assets as of the end of the plan year | 2024-07-17 | 43058523 |
| Total assets as of the beginning of the plan year | 2024-07-17 | 33994016 |
| Value of plan covered by a fidelity bond | 2024-07-17 | 25000000 |
| Participant contributions to plan in this plan year | 2024-07-17 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-17 | 0 |
| Other contributions to plan in this plan year | 2024-07-17 | 0 |
| Other income to plan in this plan year | 2024-07-17 | 8163579 |
| Plan net income in this plan year | 2024-07-17 | 9064507 |
| Net assets as of the end of the plan year | 2024-07-17 | 43058523 |
| Net assets as of the beginning of the plan year | 2024-07-17 | 33994016 |
| Employer contributions to plan in this plan year | 2024-07-17 | 1404792 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-17 | 0 |
| 2016 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $2,535,517 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $40,737 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $40,737 |
| Total plan assets at end of year | 2016-12-31 | $28,164,779 |
| Total plan assets at beginning of year | 2016-12-31 | $25,669,999 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Other income received | 2016-12-31 | $1,017,366 |
| Net income (gross income less expenses) | 2016-12-31 | $2,494,780 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $28,164,779 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $25,669,999 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $1,518,151 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-183,704 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $27,366 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $27,366 |
| Total plan assets at end of year | 2015-12-31 | $25,669,999 |
| Total plan assets at beginning of year | 2015-12-31 | $25,881,069 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Other income received | 2015-12-31 | $-1,487,523 |
| Net income (gross income less expenses) | 2015-12-31 | $-211,070 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $25,669,999 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $25,881,069 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $1,303,819 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $2,907,330 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $896 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $896 |
| Total plan assets at end of year | 2014-12-31 | $25,881,069 |
| Total plan assets at beginning of year | 2014-12-31 | $22,974,635 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Other income received | 2014-12-31 | $1,631,532 |
| Net income (gross income less expenses) | 2014-12-31 | $2,906,434 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $25,881,069 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $22,974,635 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $1,275,798 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $6,456,958 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $305,844 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $305,844 |
| Total plan assets at end of year | 2013-12-31 | $22,974,635 |
| Total plan assets at beginning of year | 2013-12-31 | $16,823,521 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Other income received | 2013-12-31 | $5,213,979 |
| Net income (gross income less expenses) | 2013-12-31 | $6,151,114 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $22,974,635 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $16,823,521 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $1,242,979 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $3,088,390 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $16,823,521 |
| Total plan assets at beginning of year | 2012-12-31 | $13,735,131 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $1,940,543 |
| Net income (gross income less expenses) | 2012-12-31 | $3,088,390 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $16,823,521 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $13,735,131 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $1,147,847 |
| 2011 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $1,529,068 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,110,784 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,110,784 |
| Total plan assets at end of year | 2011-12-31 | $13,735,131 |
| Total plan assets at beginning of year | 2011-12-31 | $13,316,847 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $653,261 |
| Net income (gross income less expenses) | 2011-12-31 | $418,284 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $13,735,131 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $13,316,847 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $875,807 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $4,754,944 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $13,316,847 |
| Total plan assets at beginning of year | 2010-12-31 | $8,561,903 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Other income received | 2010-12-31 | $3,799,269 |
| Net income (gross income less expenses) | 2010-12-31 | $4,754,944 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $13,316,847 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,561,903 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $955,675 |
| 2016: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
