Western Equipment, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Western Equipment, LLC (EIN 30-0134973) is a plan sponsor located in Clinton, OK with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
30-0134973
Location
Clinton, OK
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$44,384,961
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$44,384,961

Contributions & income

Employer contributions
$2,001,208
Participant contributions
$2,884,598
Total income / additions
$10,886,579

Expenses & distributions

Benefits paid / distributions
$3,608,051
Total expenses
$3,728,861
Net increase / (decrease)
$7,157,718

Coverage

Total reported participants
1,405
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Western Equipment, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Western Equipment, LLC Retirement Savings Plan001813$44,384,9612023
Western Equipment, LLC Employee Benefit Plan501592not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Western Equipment, LLC
YearPlanParticipantsSchedulesFiling
2023Western Equipment, LLC Employee Benefit Plan592C20240718091440NAL0005536369001
2023Western Equipment, LLC Retirement Savings Plan813H, C20241004105536NAL0019486864001

Related Form 5500 pages