2023 Form 5500 filing — Mega Western Sales Employee Stock Ownership 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 20241015100012NAL0056908338008) for Mega Western Sales Employee Stock Ownership Plan, reported by Great Western Sales, Inc. under EIN 95-2806822 and plan number 002. It reports 120 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$16.1MReported net assets-$16,120,997
Participants120
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015100012NAL0056908338008
Plan sponsor
Great Western Sales, Inc.
EIN
95-2806822
Plan number
002
Location
Santa Fe Springs, CA
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)$15.9M total assets
Net assets-$16.1MLiabilities$32M
Money in vs. money out
Total income / additions$4.6M
Total expenses$447K
Benefits paid / distributions$17.7K
Contributions
Employer$1.2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$15,925,000
Total liabilities (EOY)
$32,045,997
Net assets (EOY)
-$16,120,997
Employer contributions
$1,172,190
Total income / additions
$4,580,190
Benefits paid
$17,690
Total expenses
$446,993
Net increase / (decrease)
$4,133,197

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015100012NAL0056908338008 cover?
It is the 2023 Form 5500 filing for Mega Western Sales Employee Stock Ownership Plan, reported by Great Western Sales, Inc. (EIN 95-2806822).
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