Western Stone & Metal Corp. 401(K) Plan — Form 5500 plan (Western Stone & Metal Corp.)

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 Stone & Metal Corp. 401(K) Plan is a benefit plan reported by Western Stone & Metal Corp. under EIN 84-0613760 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,040 participants and $37,795,122 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Western Stone & Metal Corp.
EIN
84-0613760
Plan number
003
Plan type
2
Location
Centennial, CO
Latest filing year
2023
Participants
1,040
End-of-year plan assets
$37,795,122

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,040H, C20240925135144NAL0014411873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,795,122
Total liabilities (EOY)
$0
Net assets (EOY)
$37,795,122
Net assets (BOY)
$31,442,988

Income & contributions

Employer contributions
$985,097
Participant contributions
$2,675,385
Total contributions
$3,701,511
Total income / additions
$9,355,017

Expenses & distributions

Benefits paid
$2,948,721
Administrative expenses
$54,162
Total expenses
$3,002,883
Net increase / (decrease)
$6,352,134

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$54,436$02023

Related Form 5500 pages