Westin Inc. 401k Plan — Form 5500 plan (Westin Inc.)
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, Westin Inc. 401k Plan is a benefit plan reported by Westin Inc. under EIN 47-0615732 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $9,280,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westin Inc.
- EIN
- 47-0615732
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $9,280,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241014100045NAL0013095347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,280,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,280,056
- Net assets (BOY)
- $7,061,785
Income & contributions
- Employer contributions
- $424,729
- Participant contributions
- $658,537
- Total contributions
- $1,083,266
- Total income / additions
- $2,428,392
Expenses & distributions
- Benefits paid
- $183,851
- Administrative expenses
- $26,270
- Total expenses
- $210,121
- Net increase / (decrease)
- $2,218,271
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner Wealth Advisors LLC | NONE | $25,092 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $1,178 | $22,326 | 2023 |