Plan5500

Western National Bank — 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 National Bank (EIN 41-0607570) is a plan sponsor located in Duluth, MN with 1 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
41-0607570
Location
Duluth, MN
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Western National Bank

  • 1 loaded plans hold $1M in reported assets.
  • The largest, Western National Bank And Affiliates Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 46 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1MSummed across loaded plans$1,001,670
Total reported assets$1M$1,001,670
Total reported participants46
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1MLiabilities—
Contributions & income
Employer contributions$100K
Participant contributionsNot reported
Total income / additions$75.2K
Expenses & distributions
Benefits paid / distributions$128.4K
Total expenses$137.2K
Net increase / (decrease)-$62.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Western National Bank And Affiliates Employee Stock Ownership Plan
Participants per plan46Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Western National Bank And Affiliates Employee Stock Ownership Plan$1M
    Plan #002 · 46 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Western National Bank. Open one for its full reported snapshot.

  1. 2023
    Western National Bank And Affiliates Employee Stock Ownership Plan46 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Western National Bank report on Form 5500?
Western National Bank (EIN 41-0607570) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Western National Bank?
The Employer Identification Number (EIN) reported for Western National Bank is 41-0607570.
What is the latest Form 5500 filing year for Western National Bank?
The latest loaded Form 5500 filing year for Western National Bank is 2023.

Related Form 5500 pages