Western Equipment, LLC Retirement Savings Plan — Form 5500 plan (Western Equipment, LLC)

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 Equipment, LLC Retirement Savings Plan is a benefit plan reported by Western Equipment, LLC under EIN 30-0134973 and plan number 001. The latest loaded filing year is 2023. The filing reports 813 participants and $44,384,961 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Western Equipment, LLC
EIN
30-0134973
Plan number
001
Plan type
2
Location
Clinton, OK
Latest filing year
2023
Participants
813
End-of-year plan assets
$44,384,961

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023813H, C20241004105536NAL0019486864001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,384,961
Total liabilities (EOY)
$0
Net assets (EOY)
$44,384,961
Net assets (BOY)
$37,227,243

Income & contributions

Employer contributions
$2,001,208
Participant contributions
$2,884,598
Total contributions
$4,936,730
Total income / additions
$10,886,579

Expenses & distributions

Benefits paid
$3,608,051
Administrative expenses
$120,810
Total expenses
$3,728,861
Net increase / (decrease)
$7,157,718

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$65,100$02023
Abg Retirement Plan ServicesNONE$47,200not reported in the loaded dataset2023
Matrix Trust CompanyNONE$8,510not reported in the loaded dataset2023

Related Form 5500 pages