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PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 401k Plan overview

Plan NamePROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC.
Plan identification number 001

PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

WEITZ INVESTMENT MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:WEITZ INVESTMENT MANAGEMENT, INC.
Employer identification number (EIN):470654095
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WALLACE WEITZ2023-07-24
0012021-01-01WALLACE WEITZ2022-07-25
0012020-01-01WALLACE WEITZ2021-06-14
0012018-01-01WALLACE R. WEITZ2019-05-14
0012017-01-01WALLACE R. WEITZ2018-06-11
0012016-01-01WALLACE R WEITZ
0012015-01-01WALLACE R WEITZ
0012014-01-01WALLACE R WEITZ
0012013-01-01WALLACE R WEITZ
0012012-01-01WALLACE R WEITZ
0012011-01-01WALLACE R WEITZ
0012010-01-01WALLACE R WEITZ
0012009-01-01WALLACE R WEITZ

Plan Statistics for PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC.

401k plan membership statisitcs for PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC.

Measure Date Value
2016: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-0140
Total number of active participants reported on line 7a of the Form 55002016-01-0142
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0142
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-0135
Total number of active participants reported on line 7a of the Form 55002015-01-0136
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0136
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-0135
Total number of active participants reported on line 7a of the Form 55002014-01-0136
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0136
Number of participants with account balances2014-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-0135
Total number of active participants reported on line 7a of the Form 55002013-01-0135
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0135
Number of participants with account balances2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-0135
Total number of active participants reported on line 7a of the Form 55002012-01-0135
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0135
Number of participants with account balances2012-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-0130
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0127
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-0130
Total number of active participants reported on line 7a of the Form 55002010-01-0130
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0130
Number of participants with account balances2010-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0130
Total number of active participants reported on line 7a of the Form 55002009-01-0130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0130
Number of participants with account balances2009-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC.

Measure Date Value
2016 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2016 401k financial data
Total income from all sources2016-12-31$2,535,517
Expenses. Total of all expenses incurred2016-12-31$40,737
Benefits paid (including direct rollovers)2016-12-31$40,737
Total plan assets at end of year2016-12-31$28,164,779
Total plan assets at beginning of year2016-12-31$25,669,999
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$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 securities2016-12-31$0
2015 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2015 401k financial data
Total income from all sources2015-12-31$-183,704
Expenses. Total of all expenses incurred2015-12-31$27,366
Benefits paid (including direct rollovers)2015-12-31$27,366
Total plan assets at end of year2015-12-31$25,669,999
Total plan assets at beginning of year2015-12-31$25,881,069
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$-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 securities2015-12-31$0
2014 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2014 401k financial data
Total income from all sources2014-12-31$2,907,330
Expenses. Total of all expenses incurred2014-12-31$896
Benefits paid (including direct rollovers)2014-12-31$896
Total plan assets at end of year2014-12-31$25,881,069
Total plan assets at beginning of year2014-12-31$22,974,635
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$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 securities2014-12-31$0
2013 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2013 401k financial data
Total income from all sources2013-12-31$6,456,958
Expenses. Total of all expenses incurred2013-12-31$305,844
Benefits paid (including direct rollovers)2013-12-31$305,844
Total plan assets at end of year2013-12-31$22,974,635
Total plan assets at beginning of year2013-12-31$16,823,521
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$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 securities2013-12-31$0
2012 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2012 401k financial data
Total income from all sources2012-12-31$3,088,390
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$16,823,521
Total plan assets at beginning of year2012-12-31$13,735,131
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$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 sources2011-12-31$1,529,068
Expenses. Total of all expenses incurred2011-12-31$1,110,784
Benefits paid (including direct rollovers)2011-12-31$1,110,784
Total plan assets at end of year2011-12-31$13,735,131
Total plan assets at beginning of year2011-12-31$13,316,847
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$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 securities2011-12-31$0
2010 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2010 401k financial data
Total income from all sources2010-12-31$4,754,944
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$13,316,847
Total plan assets at beginning of year2010-12-31$8,561,903
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$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

Form 5500 Responses for PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC.

2016: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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