Western Heavy Haul, Inc. Retirement Plan — Form 5500 plan (Western Heavy Haul, 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, Western Heavy Haul, Inc. Retirement Plan is a benefit plan reported by Western Heavy Haul, Inc. under EIN 48-1302875 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $3,935,247 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Western Heavy Haul, Inc.
EIN
48-1302875
Plan number
001
Plan type
2
Location
Prineville, OR
Latest filing year
2023
Participants
198
End-of-year plan assets
$3,935,247

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20241001131349NAL0011649552001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,935,247
Total liabilities (EOY)
$0
Net assets (EOY)
$3,935,247
Net assets (BOY)
$3,108,298

Income & contributions

Employer contributions
$341,961
Participant contributions
$537,301
Total contributions
$921,426
Total income / additions
$1,500,602

Expenses & distributions

Benefits paid
$650,009
Administrative expenses
$23,644
Total expenses
$673,653
Net increase / (decrease)
$826,949

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Plan Specialists, PcTPA$12,694$1,6532023
Edward Jones & CoINVESTMENT ADVISOR$13,392not reported in the loaded dataset2023
Empower Annuity Insurance Co.RECORDKEEPER$3,015$02023

Related Form 5500 pages