2023 Form 5500 filing — Westin Inc. 401k 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 20241014100045NAL0013095347001) for Westin Inc. 401k Plan, reported by Westin Inc. under EIN 47-0615732 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014100045NAL0013095347001
Filing year
2023
Form type
2
Plan sponsor
Westin Inc.
EIN
47-0615732
Plan number
001
Location
Omaha, NE
Participants
238
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,280,056
Total liabilities (EOY)
$0
Net assets (EOY)
$9,280,056
Employer contributions
$424,729
Participant contributions
$658,537
Total income / additions
$2,428,392
Benefits paid
$183,851
Administrative expenses
$26,270
Total expenses
$210,121
Net increase / (decrease)
$2,218,271
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mariner Wealth Advisors LLCNONE$25,092not reported in the loaded dataset
American United Life Insurance CoNONE$1,178$22,326

Related Form 5500 pages