2023 Form 5500 filing — Western Carriers, Inc. Profit Sharing 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 20240930134517NAL0003281251001) for Western Carriers, Inc. Profit Sharing Plan, reported by Western Carriers, Inc. under EIN 04-2481205 and plan number 002. It reports 728 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$35.4MReported net assets$35,377,742
Participants728
Provider compensation$144.8K2 Schedule C row(s)$144,758
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240930134517NAL0003281251001
- Plan sponsor
- Western Carriers, Inc.
- EIN
- 04-2481205
- Plan number
- 002
- Location
- North Bergen, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$35.4M total assets
Net assets$35.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $35,377,742
- Net assets (EOY)
- $35,377,742
- Employer contributions
- $975,535
- Participant contributions
- $2,579,259
- Total income / additions
- $9,111,588
- Benefits paid
- $4,906,269
- Administrative expenses
- $144,758
- Total expenses
- $5,073,115
- Net increase / (decrease)
- $4,038,473
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sensus Investment Management G | NONE | $94,243 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $50,515 | not reported in the loaded dataset |