2023 Form 5500 filing — Western Pocahontas Tax-Advantaged Thrift Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909131545NAL0004530577001) for Western Pocahontas Tax-Advantaged Thrift Plan, reported by Western Pocahontas Properties Limited Partnership under EIN 76-0205573 and plan number 002. It reports 57 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240909131545NAL0004530577001
Filing year
2023
Form type
2
Plan sponsor
Western Pocahontas Properties Limited Partnership
EIN
76-0205573
Plan number
002
Location
Huntington, WV
Participants
57
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,569,878
Total liabilities (EOY)
$0
Net assets (EOY)
$19,569,878
Employer contributions
$433,466
Participant contributions
$734,390
Total income / additions
$3,882,033
Benefits paid
$820,169
Administrative expenses
$17,536
Total expenses
$837,705
Net increase / (decrease)
$3,044,328
Schedule source
Schedule I

Related Form 5500 pages