Western States Employee 401(K) Retirement Savings Plan — Form 5500 plan (Western States Envelope Company)
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 States Employee 401(K) Retirement Savings Plan is a benefit plan reported by Western States Envelope Company under EIN 39-0700440 and plan number 003. The latest loaded filing year is 2023. The filing reports 668 participants and $39,026,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western States Envelope Company
- EIN
- 39-0700440
- Plan number
- 003
- Plan type
- 2
- Location
- Butler, WI
- Latest filing year
- 2023
- Participants
- 668
- End-of-year plan assets
- $39,026,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 668 | H, C | 20241015163703NAL0015092579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,026,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,026,036
- Net assets (BOY)
- $41,522,520
Income & contributions
- Employer contributions
- $171,311
- Participant contributions
- $1,074,356
- Total contributions
- $1,306,550
- Total income / additions
- $6,883,463
Expenses & distributions
- Benefits paid
- $9,262,267
- Administrative expenses
- $102,280
- Total expenses
- $9,379,947
- Net increase / (decrease)
- -$2,496,484
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $122,483 | $0 | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $0 | $69,846 | 2023 |
| Sasi, Inc. | OTHER SERVICES | $0 | $18,684 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Sasi, Inc. | OTHER SERVICES | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |