2023 Form 5500 filing — March-Westin Company, Inc. 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 20250314112329NAL0013678595001) for March-Westin Company, Inc. Employee Stock Ownership Plan, reported by March-Westin Company, Inc. under EIN 55-0642527 and plan number 003. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314112329NAL0013678595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- March-Westin Company, Inc.
- EIN
- 55-0642527
- Plan number
- 003
- Location
- Morgantown, WV
- Participants
- 117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,810,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,810,927
- Employer contributions
- $500,000
- Total income / additions
- $1,342,528
- Benefits paid
- $800,886
- Administrative expenses
- $27,827
- Total expenses
- $828,713
- Net increase / (decrease)
- $513,815
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First United Bank & Trust | INVESTMENTS | $17,022 | $0 |
| United Brokerage Services | INVESTMENTS | $6,080 | $0 |