Nwestco Retirement Savings Plan — Form 5500 plan (Nwestco LLC)
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, Nwestco Retirement Savings Plan is a benefit plan reported by Nwestco LLC under EIN 90-1018013 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $6,445,320 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nwestco LLC
- EIN
- 90-1018013
- Plan number
- 001
- Plan type
- 2
- Location
- Kalispell, MT
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $6,445,320
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20241015074411NAL0046944832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,445,320
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,445,320
- Net assets (BOY)
- $5,527,799
Income & contributions
- Employer contributions
- $198,969
- Participant contributions
- $434,898
- Total contributions
- $695,707
- Total income / additions
- $1,482,594
Expenses & distributions
- Benefits paid
- $524,200
- Administrative expenses
- $25,235
- Total expenses
- $565,073
- Net increase / (decrease)
- $917,521
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $12,693 | $0 | 2023 |
| Mosaic Family Wealth Partners LLC | INVESTMENT/FINANCIAL ADVI | $7,117 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |