Municipal Authority Of Westmoreland County 401(K) Plan — Form 5500 plan (Municipal Authority Of Westmoreland)
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, Municipal Authority Of Westmoreland County 401(K) Plan is a benefit plan reported by Municipal Authority Of Westmoreland under EIN 25-6003829 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $13,207,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Municipal Authority Of Westmoreland
- EIN
- 25-6003829
- Plan number
- 001
- Plan type
- 2
- Location
- Greensburg, PA
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $13,207,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20241008181017NAL0018114929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,207,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,207,903
- Net assets (BOY)
- $9,282,309
Income & contributions
- Employer contributions
- $945,797
- Participant contributions
- $1,395,261
- Total contributions
- $2,444,300
- Total income / additions
- $3,982,887
Expenses & distributions
- Benefits paid
- $2,187
- Administrative expenses
- $55,106
- Total expenses
- $57,293
- Net increase / (decrease)
- $3,925,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Corporation Rpcp | ADVISOR FEES | $34,288 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | NONE | $20,818 | not reported in the loaded dataset | 2023 |