Western Beef Retail, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Western Beef Retail, Inc)

Plain-English plan 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, Western Beef Retail, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Western Beef Retail, Inc under EIN 11-2778081 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,504 participants and $25,803,912 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Western Beef Retail, Inc
EIN
11-2778081
Plan number
001
Plan type
2
Location
Ridgewood, NY
Latest filing year
2023
Participants
1,504
End-of-year plan assets
$25,803,912

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,504H, C20250131104040NAL0001329987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,803,912
Total liabilities (EOY)
$6,211
Net assets (EOY)
$25,797,701
Net assets (BOY)
$22,760,328

Income & contributions

Employer contributions
$402,075
Participant contributions
$1,199,147
Total contributions
$1,601,269
Total income / additions
$4,828,440

Expenses & distributions

Benefits paid
$1,732,223
Administrative expenses
$58,844
Total expenses
$1,791,067
Net increase / (decrease)
$3,037,373

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pentegra Services IncTPA$44,976not reported in the loaded dataset2023
Morgan Stanley Smith BarneyINVESTMENT ADVISOR$43,917not reported in the loaded dataset2023

Related Form 5500 pages