Department of Labor filing

WEAVER COOKE CONSTRUCTION, LLC

WEAVER COOKE CONSTRUCTION, LLC PROFIT SHARING/401(K) PLAN · For the plan year ended Dec 31, 2023

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Public filing 2023 · received Sep 23, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

39filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$2,704

Reported employer contributions per active participant.

Higher than about 53% of comparable plans
#People in the filing
118

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$431 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 7% of comparable plans
Investment performance
Not available

Plan assets changed 22.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202339out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions53rd percentileTypical peer $2,580 · based on 592 comparable plans
Lower reported administrative expense7th percentileTypical peer $200 · based on 599 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, WEAVER COOKE CONSTRUCTION, LLC reported $319,018 in employer contributions across the plan and 118 active participants. That works out to $2,704 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy83%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 15.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 30.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context39/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$319,018
Participant contributions
$950,115
Other contributions
$39,012
Employer share of reported contributions
25.1%
Beginning assets
$10,176,667
Ending assets
$12,432,090
Ending net assets
$12,432,090
Ending liabilities
$0
Total income
$2,903,523
Total expenses
$648,100
Administrative expenses
$59,892
Participant loans
$51,369

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$2,338
2023
$2,704
Plan-paid administrative expenses per participant
2022
$617
2023
$431
Active participants
2022
113
2023
118
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2023$2,70411812.4M20240923133438NAL0004154723001
2022$2,33811310.2M20231013145003NAL0067998866001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.4%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
561992075-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1997
Industry
Construction
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2J2F2G2K3B3H2S2T

Current plan terms

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Filing ACK_ID20240923133438NAL0004154723001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗