How many benefit plans does Western State Agency, Inc. report on Form 5500?

Western State Agency, Inc. (EIN 45-0106740) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Western State Agency, Inc.?

The Employer Identification Number (EIN) reported for Western State Agency, Inc. is 45-0106740.

What is the latest Form 5500 filing year for Western State Agency, Inc.?

The latest loaded Form 5500 filing year for Western State Agency, Inc. is 2023.

Western State Agency, Inc. — 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 State Agency, Inc. (EIN 45-0106740) is a plan sponsor located in Devils Lake, ND 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: 45-0106740
Location: Devils Lake, ND
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $65,343,966
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $65,343,966

Contributions & income

Employer contributions: $1,749,602
Participant contributions: $1,772,233
Total income / additions: $9,060,072

Expenses & distributions

Benefits paid / distributions: $4,936,446
Total expenses: $4,936,706
Net increase / (decrease): $4,123,366

Coverage

Total reported participants: 614
Plans with financial statements: 2
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Western State Agency, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Western State Agency, Inc. Employee Stock Ownership Plan And Trust	002	293	$44,899,609	2023
Western State Agency, Inc. 401(K) Profit Sharing Plan	001	321	$20,444,357	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Western State Agency, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Western State Agency, Inc. 401(K) Profit Sharing Plan	321	H, C	20240802091606NAL0037735248001
2023	Western State Agency, Inc. Employee Stock Ownership Plan And Trust	293	H	20240802091849NAL0015866179001