2023 Form 5500 filing — Westan Insurance Group 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240425153007NAL0019905168003) for Westan Insurance Group 401(K) Plan, reported by Westan Insurance Group, Inc. under EIN 62-0701276 and plan number 001. It reports 57 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.4MReported net assets$4,406,611
Participants57
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240425153007NAL0019905168003
Plan sponsor
Westan Insurance Group, Inc.
EIN
62-0701276
Plan number
001
Location
Union City, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.4M total assets
Net assets$4.4MLiabilities
Money in vs. money out
Total income / additions$907.9K
Total expenses$231K
Benefits paid / distributions$204.4K
Contributions
Employer$100.2K
Participant$168.7K
Full reported line items
Total assets (EOY)
$4,406,611
Net assets (EOY)
$4,406,611
Employer contributions
$100,171
Participant contributions
$168,662
Total income / additions
$907,893
Benefits paid
$204,401
Total expenses
$231,008
Net increase / (decrease)
$676,885

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240425153007NAL0019905168003 cover?
It is the 2023 Form 5500 filing for Westan Insurance Group 401(K) Plan, reported by Westan Insurance Group, Inc. (EIN 62-0701276).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages