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.
401k plan membership statisitcs for PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC.
Measure | Date | Value |
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2016: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 42 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 36 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 36 |
Number of participants with account balances | 2014-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 35 |
Number of participants with account balances | 2013-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 35 |
Number of participants with account balances | 2012-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 27 |
Number of participants with account balances | 2011-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 30 |
Number of participants with account balances | 2010-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 30 |
Number of participants with account balances | 2009-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2016 : PROFIT SHARING PLAN & EMPLOYEES TRUST OF WEITZ INVESTMENT MANAGEMENT, INC. 2016 401k financial data |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |