2023 Form 5500 filing — Western Equipment, LLC Retirement Savings 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 20241004105536NAL0019486864001) for Western Equipment, LLC Retirement Savings Plan, reported by Western Equipment, LLC under EIN 30-0134973 and plan number 001. It reports 813 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004105536NAL0019486864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Equipment, LLC
- EIN
- 30-0134973
- Plan number
- 001
- Location
- Clinton, OK
- Participants
- 813
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,384,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,384,961
- Employer contributions
- $2,001,208
- Participant contributions
- $2,884,598
- Total income / additions
- $10,886,579
- Benefits paid
- $3,608,051
- Administrative expenses
- $120,810
- Total expenses
- $3,728,861
- Net increase / (decrease)
- $7,157,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $65,100 | $0 |
| Abg Retirement Plan Services | NONE | $47,200 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $8,510 | not reported in the loaded dataset |