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WEBER WEALTH MANAGEMENT AND INSURANCE INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameWEBER WEALTH MANAGEMENT AND INSURANCE INC 401K PROFIT SHARING PLAN
Plan identification number 001

WEBER WEALTH MANAGEMENT AND INSURANCE INC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

WEBER WEALTH MANAGEMENT AND INSURANCE INC has sponsored the creation of one or more 401k plans.

Company Name:WEBER WEALTH MANAGEMENT AND INSURANCE INC
Employer identification number (EIN):823806452
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEBER WEALTH MANAGEMENT AND INSURANCE INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01

Financial Data on WEBER WEALTH MANAGEMENT AND INSURANCE INC 401K PROFIT SHARING PLAN

Measure Date Value
2025 : WEBER WEALTH MANAGEMENT AND INSURANCE INC 401K PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-260
Total liabilities as of the end of the plan year2025-03-260
Total liabilities as of the beginning of the plan year2025-03-26717
Total expenses incurred by plan in this plan year2025-03-26279
Net assets as of the end of the plan year2025-03-26211459
Total assets as of the beginning of the plan year2025-03-26167497
Value of plan covered by a fidelity bond2025-03-26100000
Participant contributions to plan in this plan year2025-03-2628968
Other expenses paid from plan in this plan year2025-03-260
Other contributions to plan in this plan year2025-03-260
Other income to plan in this plan year2025-03-269838
Plan net income in this plan year2025-03-2644679
Net assets as of the end of the plan year2025-03-26211459
Net assets as of the beginning of the plan year2025-03-26166780
Employer contributions to plan in this plan year2025-03-266152
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-26279
2024 : WEBER WEALTH MANAGEMENT AND INSURANCE INC 401K PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-05-17717
Total liabilities as of the beginning of the plan year2024-05-170
Total expenses incurred by plan in this plan year2024-05-17262
Net assets as of the end of the plan year2024-05-17167497
Total assets as of the beginning of the plan year2024-05-17134180
Participant contributions to plan in this plan year2024-05-1727439
Other income to plan in this plan year2024-05-17551
Plan net income in this plan year2024-05-1732600
Net assets as of the end of the plan year2024-05-17166780
Net assets as of the beginning of the plan year2024-05-17134180
Employer contributions to plan in this plan year2024-05-174872
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-17262
2022 : WEBER WEALTH MANAGEMENT AND INSURANCE INC 401K PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-1430
Total liabilities as of the beginning of the plan year2022-07-140
Total expenses incurred by plan in this plan year2022-07-14202
Net assets as of the end of the plan year2022-07-14153801
Total assets as of the beginning of the plan year2022-07-14103847
Participant contributions to plan in this plan year2022-07-1424825
Other income to plan in this plan year2022-07-1421238
Plan net income in this plan year2022-07-1449924
Net assets as of the end of the plan year2022-07-14153771
Net assets as of the beginning of the plan year2022-07-14103847
Employer contributions to plan in this plan year2022-07-144063
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-14202

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