401k Plan data: WEAVER INVESTMENT COMPANY 401(K) PLAN plan

WEAVER INVESTMENT COMPANY 401(K) PLAN 401k Plan overview

Plan Name	WEAVER INVESTMENT COMPANY 401(K) PLAN
Plan identification number	001

WEAVER INVESTMENT COMPANY 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WEAVER INVESTMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: WEAVER INVESTMENT COMPANY

Employer identification number (EIN): 560947998

NAIC Classification: 237210
NAIC Description: Land Subdivision

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEAVER INVESTMENT COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 MICHELLE WILBURN
001 2023-01-01
001 2023-01-01 MICHELLE WILBURN
001 2022-01-01
001 2022-01-01 MICHELLE WILBURN
001 2021-01-01
001 2021-01-01 MICHELLE WILBURN
001 2020-01-01
001 2019-01-01
001 2018-01-01 MARK WILSON
001 2017-01-01 MARK WILSON MARK WILSON 2018-06-20
001 2016-01-01 MARK WILSON MARK WILSON 2017-04-05
001 2015-01-01 MARK WILSON MARK WILSON 2016-05-20
001 2014-01-01 MARK WILSON MARK WILSON 2015-06-04
001 2013-01-01 MARK WILSON MARK WILSON 2014-07-03
001 2012-01-01 MARK WILSON MARK WILSON 2013-05-20
001 2011-01-01 LEE MCALLISTER LEE MCALLISTER 2012-04-25
001 2009-01-01 LEE MCALLISTER
001 2009-01-01 LEE MCALLISTER
001 2009-01-01 LEE MCALLISTER
001 2009-01-01 LEE MCALLISTER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	MICHELLE WILBURN
001	2023-01-01
001	2023-01-01	MICHELLE WILBURN
001	2022-01-01
001	2022-01-01	MICHELLE WILBURN
001	2021-01-01
001	2021-01-01	MICHELLE WILBURN
001	2020-01-01
001	2019-01-01
001	2018-01-01	MARK WILSON
001	2017-01-01	MARK WILSON	MARK WILSON	2018-06-20
001	2016-01-01	MARK WILSON	MARK WILSON	2017-04-05
001	2015-01-01	MARK WILSON	MARK WILSON	2016-05-20
001	2014-01-01	MARK WILSON	MARK WILSON	2015-06-04
001	2013-01-01	MARK WILSON	MARK WILSON	2014-07-03
001	2012-01-01	MARK WILSON	MARK WILSON	2013-05-20
001	2011-01-01	LEE MCALLISTER	LEE MCALLISTER	2012-04-25
001	2009-01-01	LEE MCALLISTER
001	2009-01-01	LEE MCALLISTER
001	2009-01-01	LEE MCALLISTER
001	2009-01-01	LEE MCALLISTER

Plan Statistics for WEAVER INVESTMENT COMPANY 401(K) PLAN

401k plan membership statisitcs for WEAVER INVESTMENT COMPANY 401(K) PLAN

Measure Date Value
2023: WEAVER INVESTMENT COMPANY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 10
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 12
Number of participants with account balances 2023-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: WEAVER INVESTMENT COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 11
Number of participants with account balances 2022-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WEAVER INVESTMENT COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 11
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WEAVER INVESTMENT COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WEAVER INVESTMENT COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 13
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WEAVER INVESTMENT COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WEAVER INVESTMENT COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WEAVER INVESTMENT COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
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 2
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WEAVER INVESTMENT COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
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 3
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WEAVER INVESTMENT COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
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 4
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: WEAVER INVESTMENT COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
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 3
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WEAVER INVESTMENT COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
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 3
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WEAVER INVESTMENT COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WEAVER INVESTMENT COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: WEAVER INVESTMENT COMPANY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	10
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	12
Number of participants with account balances	2023-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: WEAVER INVESTMENT COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	11
Number of participants with account balances	2022-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WEAVER INVESTMENT COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	11
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WEAVER INVESTMENT COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WEAVER INVESTMENT COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	13
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WEAVER INVESTMENT COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WEAVER INVESTMENT COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WEAVER INVESTMENT COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
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	2
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WEAVER INVESTMENT COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
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	3
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WEAVER INVESTMENT COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
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	4
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: WEAVER INVESTMENT COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
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	3
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WEAVER INVESTMENT COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
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	3
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WEAVER INVESTMENT COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WEAVER INVESTMENT COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WEAVER INVESTMENT COMPANY 401(K) PLAN

Measure	Date	Value
2024 : WEAVER INVESTMENT COMPANY 401(K) PLAN 2024 401k financial data
Total income from all sources	2024-01-01	$865,147
Expenses. Total of all expenses incurred	2024-01-01	$440,313
Benefits paid (including direct rollovers)	2024-01-01	$439,834
Total plan assets at end of year	2024-01-01	$5,467,368
Total plan assets at beginning of year	2024-01-01	$5,042,534
Value of fidelity bond covering the plan	2024-01-01	$3,000,000
Total contributions received or receivable from participants	2024-01-01	$97,351
Other income received	2024-01-01	$718,474
Net income (gross income less expenses)	2024-01-01	$424,834
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$5,467,368
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$5,042,534
Total contributions received or receivable from employer(s)	2024-01-01	$49,322
Value of corrective distributions	2024-01-01	$401
Expenses. Administrative service providers (salaries,fees and commissions)	2024-01-01	$78
2023 : WEAVER INVESTMENT COMPANY 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$274,072
Total income from all sources	2023-12-31	$906,369
Expenses. Total of all expenses incurred	2023-12-31	$156,924
Benefits paid (including direct rollovers)	2023-12-31	$156,924
Total plan assets at end of year	2023-12-31	$5,042,534
Total plan assets at beginning of year	2023-12-31	$4,019,017
Value of fidelity bond covering the plan	2023-12-31	$3,000,000
Total contributions received or receivable from participants	2023-12-31	$104,653
Other income received	2023-12-31	$750,646
Net income (gross income less expenses)	2023-12-31	$749,445
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,042,534
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,019,017
Total contributions received or receivable from employer(s)	2023-12-31	$51,070
2022 : WEAVER INVESTMENT COMPANY 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$15,456
Total income from all sources	2022-12-31	$-752,809
Expenses. Total of all expenses incurred	2022-12-31	$858,993
Benefits paid (including direct rollovers)	2022-12-31	$858,968
Total plan assets at end of year	2022-12-31	$4,019,017
Total plan assets at beginning of year	2022-12-31	$5,615,363
Value of fidelity bond covering the plan	2022-12-31	$3,000,000
Total contributions received or receivable from participants	2022-12-31	$74,577
Expenses. Other expenses not covered elsewhere	2022-12-31	$25
Other income received	2022-12-31	$-863,295
Net income (gross income less expenses)	2022-12-31	$-1,611,802
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,019,017
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,615,363
Total contributions received or receivable from employer(s)	2022-12-31	$35,909
2021 : WEAVER INVESTMENT COMPANY 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$888,971
Expenses. Total of all expenses incurred	2021-12-31	$634,169
Benefits paid (including direct rollovers)	2021-12-31	$634,144
Total plan assets at end of year	2021-12-31	$5,615,363
Total plan assets at beginning of year	2021-12-31	$5,360,561
Value of fidelity bond covering the plan	2021-12-31	$3,000,000
Total contributions received or receivable from participants	2021-12-31	$68,587
Expenses. Other expenses not covered elsewhere	2021-12-31	$25
Other income received	2021-12-31	$789,515
Net income (gross income less expenses)	2021-12-31	$254,802
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,615,363
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,360,561
Total contributions received or receivable from employer(s)	2021-12-31	$30,869
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : WEAVER INVESTMENT COMPANY 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$803,269
Expenses. Total of all expenses incurred	2020-12-31	$813,725
Benefits paid (including direct rollovers)	2020-12-31	$812,310
Total plan assets at end of year	2020-12-31	$5,360,561
Total plan assets at beginning of year	2020-12-31	$5,371,017
Value of fidelity bond covering the plan	2020-12-31	$3,000,000
Total contributions received or receivable from participants	2020-12-31	$66,945
Expenses. Other expenses not covered elsewhere	2020-12-31	$50
Other income received	2020-12-31	$706,846
Net income (gross income less expenses)	2020-12-31	$-10,456
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,360,561
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,371,017
Total contributions received or receivable from employer(s)	2020-12-31	$29,478
Value of corrective distributions	2020-12-31	$1,365
2019 : WEAVER INVESTMENT COMPANY 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,062,765
Expenses. Total of all expenses incurred	2019-12-31	$148,807
Benefits paid (including direct rollovers)	2019-12-31	$140,220
Total plan assets at end of year	2019-12-31	$5,371,017
Total plan assets at beginning of year	2019-12-31	$4,457,059
Value of fidelity bond covering the plan	2019-12-31	$3,000,000
Total contributions received or receivable from participants	2019-12-31	$86,531
Other income received	2019-12-31	$963,015
Net income (gross income less expenses)	2019-12-31	$913,958
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,371,017
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,457,059
Total contributions received or receivable from employer(s)	2019-12-31	$13,219
Value of corrective distributions	2019-12-31	$8,587
2018 : WEAVER INVESTMENT COMPANY 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-56,127
Expenses. Total of all expenses incurred	2018-12-31	$146,556
Benefits paid (including direct rollovers)	2018-12-31	$146,366
Total plan assets at end of year	2018-12-31	$4,457,059
Total plan assets at beginning of year	2018-12-31	$4,659,742
Value of fidelity bond covering the plan	2018-12-31	$3,000,000
Total contributions received or receivable from participants	2018-12-31	$76,908
Other income received	2018-12-31	$-148,156
Net income (gross income less expenses)	2018-12-31	$-202,683
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,457,059
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,659,742
Total contributions received or receivable from employer(s)	2018-12-31	$15,121
Value of corrective distributions	2018-12-31	$190
2017 : WEAVER INVESTMENT COMPANY 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$792,097
Expenses. Total of all expenses incurred	2017-12-31	$172,074
Benefits paid (including direct rollovers)	2017-12-31	$172,049
Total plan assets at end of year	2017-12-31	$4,659,742
Total plan assets at beginning of year	2017-12-31	$4,039,719
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Total contributions received or receivable from participants	2017-12-31	$72,879
Expenses. Other expenses not covered elsewhere	2017-12-31	$25
Other income received	2017-12-31	$704,832
Net income (gross income less expenses)	2017-12-31	$620,023
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,659,742
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,039,719
Total contributions received or receivable from employer(s)	2017-12-31	$14,386
2016 : WEAVER INVESTMENT COMPANY 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$349,176
Expenses. Total of all expenses incurred	2016-12-31	$117,874
Benefits paid (including direct rollovers)	2016-12-31	$117,849
Total plan assets at end of year	2016-12-31	$4,039,719
Total plan assets at beginning of year	2016-12-31	$3,808,417
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Total contributions received or receivable from participants	2016-12-31	$72,590
Expenses. Other expenses not covered elsewhere	2016-12-31	$25
Other income received	2016-12-31	$262,204
Net income (gross income less expenses)	2016-12-31	$231,302
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,039,719
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,808,417
Total contributions received or receivable from employer(s)	2016-12-31	$14,382
2015 : WEAVER INVESTMENT COMPANY 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$150,073
Expenses. Total of all expenses incurred	2015-12-31	$151,299
Benefits paid (including direct rollovers)	2015-12-31	$151,274
Total plan assets at end of year	2015-12-31	$3,808,417
Total plan assets at beginning of year	2015-12-31	$3,809,643
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$69,270
Expenses. Other expenses not covered elsewhere	2015-12-31	$25
Other income received	2015-12-31	$66,712
Net income (gross income less expenses)	2015-12-31	$-1,226
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,808,417
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,809,643
Total contributions received or receivable from employer(s)	2015-12-31	$14,091
2014 : WEAVER INVESTMENT COMPANY 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$310,967
Expenses. Total of all expenses incurred	2014-12-31	$634,153
Benefits paid (including direct rollovers)	2014-12-31	$634,128
Total plan assets at end of year	2014-12-31	$3,809,643
Total plan assets at beginning of year	2014-12-31	$4,132,829
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$66,197
Expenses. Other expenses not covered elsewhere	2014-12-31	$25
Other income received	2014-12-31	$231,123
Net income (gross income less expenses)	2014-12-31	$-323,186
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,809,643
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,132,829
Total contributions received or receivable from employer(s)	2014-12-31	$13,647
2013 : WEAVER INVESTMENT COMPANY 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$836,521
Expenses. Total of all expenses incurred	2013-12-31	$89,153
Benefits paid (including direct rollovers)	2013-12-31	$89,153
Total plan assets at end of year	2013-12-31	$4,132,829
Total plan assets at beginning of year	2013-12-31	$3,385,461
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$85,860
Other income received	2013-12-31	$733,974
Net income (gross income less expenses)	2013-12-31	$747,368
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,132,829
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,385,461
Total contributions received or receivable from employer(s)	2013-12-31	$16,687
2012 : WEAVER INVESTMENT COMPANY 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$524,590
Expenses. Total of all expenses incurred	2012-12-31	$735,632
Benefits paid (including direct rollovers)	2012-12-31	$735,105
Total plan assets at end of year	2012-12-31	$3,385,461
Total plan assets at beginning of year	2012-12-31	$3,596,503
Value of fidelity bond covering the plan	2012-12-31	$3,000,000
Total contributions received or receivable from participants	2012-12-31	$80,936
Other income received	2012-12-31	$427,257
Net income (gross income less expenses)	2012-12-31	$-211,042
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,385,461
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,596,503
Total contributions received or receivable from employer(s)	2012-12-31	$16,397
Value of corrective distributions	2012-12-31	$527
2011 : WEAVER INVESTMENT COMPANY 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$61,565
Expenses. Total of all expenses incurred	2011-12-31	$228,355
Benefits paid (including direct rollovers)	2011-12-31	$225,562
Total plan assets at end of year	2011-12-31	$3,596,503
Total plan assets at beginning of year	2011-12-31	$3,763,293
Value of fidelity bond covering the plan	2011-12-31	$3,000,000
Total contributions received or receivable from participants	2011-12-31	$99,836
Other income received	2011-12-31	$-59,316
Net income (gross income less expenses)	2011-12-31	$-166,790
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,596,503
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,763,293
Total contributions received or receivable from employer(s)	2011-12-31	$21,045
Value of corrective distributions	2011-12-31	$2,793
2010 : WEAVER INVESTMENT COMPANY 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$497,713
Expenses. Total of all expenses incurred	2010-12-31	$81,240
Benefits paid (including direct rollovers)	2010-12-31	$81,035
Total plan assets at end of year	2010-12-31	$3,763,293
Total plan assets at beginning of year	2010-12-31	$3,346,820
Value of fidelity bond covering the plan	2010-12-31	$3,000,000
Total contributions received or receivable from participants	2010-12-31	$98,867
Expenses. Other expenses not covered elsewhere	2010-12-31	$205
Other income received	2010-12-31	$378,076
Net income (gross income less expenses)	2010-12-31	$416,473
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,763,293
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,346,820
Total contributions received or receivable from employer(s)	2010-12-31	$20,770

Form 5500 Responses for WEAVER INVESTMENT COMPANY 401(K) PLAN

2023: WEAVER INVESTMENT COMPANY 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WEAVER INVESTMENT COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WEAVER INVESTMENT COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WEAVER INVESTMENT COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WEAVER INVESTMENT COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WEAVER INVESTMENT COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WEAVER INVESTMENT COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WEAVER INVESTMENT COMPANY 401(K) PLAN 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: WEAVER INVESTMENT COMPANY 401(K) PLAN 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: WEAVER INVESTMENT COMPANY 401(K) PLAN 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: WEAVER INVESTMENT COMPANY 401(K) PLAN 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: WEAVER INVESTMENT COMPANY 401(K) PLAN 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: WEAVER INVESTMENT COMPANY 401(K) PLAN 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
2009: WEAVER INVESTMENT COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

Potentially related plans

WEAVER INVESTMENT COMPANY 401K PSP [EIN = 562102564]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WEAVER INVESTMENT COMPANY
Employer identification number (EIN):	560947998
NAIC Classification:	237210
NAIC Description:	Land Subdivision