How big is Weber Wealth Management and Insurance Inc.'s plan?

Weber Wealth Management and Insurance Inc.'s plan reported $211K in assets and 2 participants for 2024.

Original filing (PDF)20250326161058NAL0032746514001

Weber Wealth Management and Insurance Inc.

Name: Weber Wealth Management and Insurance Inc. — Form 5500 Plan 001 (2024)
Creator: Weber Wealth Management and Insurance Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weber Wealth Management and Insurance Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Weber Wealth Management and Insurance Inc.'s Weber Wealth Management and Insurance Inc. 401(k) Profit Sharing Plan held $211K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$211K

Net assets (EOY)

$211K

Plan identifiers

Weber Wealth Management and Insurance Inc.'s EIN is 82-3806452.

EIN 82-3806452

Plan number 001

Plan year 2024

ACK ID 20250326161058NAL0032746514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Weber Wealth Management and Insurance Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Weber Wealth Management and Insurance Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEBER WEALTH MANAGEMENT AND INSURANCE INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score