Western Partitions, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Western Partitions, 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, Western Partitions, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Western Partitions, Inc. under EIN 93-0655225 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $19,433,281 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Western Partitions, Inc.
EIN
93-0655225
Plan number
001
Plan type
2
Location
Wilsonville, OR
Latest filing year
2023
Participants
201
End-of-year plan assets
$19,433,281

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023201H, C20250416132503NAL0002267283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,433,281
Net assets (EOY)
$19,433,281
Net assets (BOY)
$15,680,846

Income & contributions

Employer contributions
$1,528,965
Participant contributions
$1,102,335
Total contributions
$2,969,432
Total income / additions
$5,617,448

Expenses & distributions

Benefits paid
$1,861,145
Administrative expenses
$3,868
Total expenses
$1,865,013
Net increase / (decrease)
$3,752,435

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Premier Retirement Plan ServicesCONTRACT ADMIN$1,825$7,9912023
Empower Annuity Insurance CompanyRECORDKEEPER$1,543not reported in the loaded dataset2023
MmlisBROKER/ADVISOR$0$4752023

Related Form 5500 pages