2023 Form 5500 filing — Western Heavy Haul, Inc. Retirement 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 20241001131349NAL0011649552001) for Western Heavy Haul, Inc. Retirement Plan, reported by Western Heavy Haul, Inc. under EIN 48-1302875 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001131349NAL0011649552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Heavy Haul, Inc.
- EIN
- 48-1302875
- Plan number
- 001
- Location
- Prineville, OR
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,935,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,935,247
- Employer contributions
- $341,961
- Participant contributions
- $537,301
- Total income / additions
- $1,500,602
- Benefits paid
- $650,009
- Administrative expenses
- $23,644
- Total expenses
- $673,653
- Net increase / (decrease)
- $826,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Plan Specialists, Pc | TPA | $12,694 | $1,653 |
| Edward Jones & Co | INVESTMENT ADVISOR | $13,392 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | RECORDKEEPER | $3,015 | $0 |