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 State Agency, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Western State Agency, Inc. under EIN 45-0106740 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $20,444,357 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,444,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,444,357
- Net assets (BOY)
- $15,808,992
Income & contributions
- Employer contributions
- $354,994
- Participant contributions
- $1,772,233
- Total contributions
- $2,981,857
- Total income / additions
- $5,951,053
Expenses & distributions
- Benefits paid
- $1,315,428
- Administrative expenses
- $260
- Total expenses
- $1,315,688
- Net increase / (decrease)
- $4,635,365