Original filing (PDF)20240415150729NAL0001271347001

WAYNE WEIGELT

Name: WAYNE WEIGELT — WAYNE WEIGELT AGENCY 401K PLAN, Form 5500 (2023)
Creator: WAYNE WEIGELT

Form 5500-SF

FILING_RECEIVED

WAYNE WEIGELT AGENCY 401K PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAYNE WEIGELT.

Plan sponsor

Name

WAYNE WEIGELT

DBA

WAYNE WEIGELT STATE FARM AGENT

EIN

90-7721629all filings

Address

2610 MAIN ST STE 109 · BUDA, TX · 786102221

Phone

(512) 449-6040

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-15

Pension benefit codes

2G · Total participant-directed accounts

Welfare benefit codes

4R · Unfunded/insured welfare plan that will not file next plan year (29 CFR 2520.104-20)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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