West Tarrant Associates Inc. Retirement Plan — Form 5500 plan (West Tarrant Associates 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, West Tarrant Associates Inc. Retirement Plan is a benefit plan reported by West Tarrant Associates Inc. under EIN 82-1792678 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $355,338 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
West Tarrant Associates Inc.
EIN
82-1792678
Plan number
001
Plan type
2
Location
Crowley, TX
Latest filing year
2023
Participants
5
End-of-year plan assets
$355,338

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235I20240530172459NAL0013900737001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$355,338
Net assets (EOY)
$355,338
Net assets (BOY)
$405,094

Income & contributions

Total income / additions
-$49,756

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
-$49,756

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages