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 Management, Inc. Profit Sharing & 401(K) Plan is a benefit plan reported by Western Management, Inc. under EIN 34-1427510 and plan number 001. The latest loaded filing year is 2023. The filing reports 447 participants and $17,653,467 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,653,467
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,653,467
- Net assets (BOY)
- $14,916,814
Income & contributions
- Employer contributions
- $384,766
- Participant contributions
- $738,924
- Total contributions
- $1,123,690
- Total income / additions
- $3,605,005
Expenses & distributions
- Benefits paid
- $854,030
- Administrative expenses
- $14,322
- Total expenses
- $868,352
- Net increase / (decrease)
- $2,736,653