Western Trailer Co. 401(K) Profit Sharing Plan — Form 5500 plan (Western Trailer Co.)
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 Trailer Co. 401(K) Profit Sharing Plan is a benefit plan reported by Western Trailer Co. under EIN 82-0347136 and plan number 001. The latest loaded filing year is 2023. The filing reports 451 participants and $24,770,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Trailer Co.
- EIN
- 82-0347136
- Plan number
- 001
- Plan type
- 2
- Location
- Boise, ID
- Latest filing year
- 2023
- Participants
- 451
- End-of-year plan assets
- $24,770,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 451 | H, C | 20240923093143NAL0015194896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,770,659
- Total liabilities (EOY)
- $27,183
- Net assets (EOY)
- $24,743,476
- Net assets (BOY)
- $21,731,646
Income & contributions
- Employer contributions
- $586,055
- Participant contributions
- $1,181,570
- Total contributions
- $1,767,625
- Total income / additions
- $4,960,985
Expenses & distributions
- Benefits paid
- $1,855,218
- Administrative expenses
- $93,937
- Total expenses
- $1,949,155
- Net increase / (decrease)
- $3,011,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwps | NONE | $44,795 | not reported in the loaded dataset | 2023 |
| Arbor Point Advisors LLC | NONE | $40,985 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $8,157 | $0 | 2023 |