Western Slope Auto Company 401(K) Plan — Form 5500 plan (Western Slope Auto Company)
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 Slope Auto Company 401(K) Plan is a benefit plan reported by Western Slope Auto Company under EIN 84-0350920 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $7,056,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Slope Auto Company
- EIN
- 84-0350920
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Junction, CO
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $7,056,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241015095418NAL0029184817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,056,038
- Total liabilities (EOY)
- $55,015
- Net assets (EOY)
- $7,001,023
- Net assets (BOY)
- $5,715,436
Income & contributions
- Employer contributions
- $296,267
- Participant contributions
- $506,252
- Total contributions
- $838,283
- Total income / additions
- $1,850,032
Expenses & distributions
- Benefits paid
- $455,961
- Administrative expenses
- $42,888
- Total expenses
- $564,445
- Net increase / (decrease)
- $1,285,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | NONE | $19,478 | $0 | 2023 |
| Lpl Financial Rpcp | NONE | $14,707 | not reported in the loaded dataset | 2023 |
| Dwc Cpas Advisors | NONE | $8,700 | not reported in the loaded dataset | 2023 |