2023 Form 5500 filing — Western Stone & Metal Corp. 401(K) 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 20240925135144NAL0014411873001) for Western Stone & Metal Corp. 401(K) Plan, reported by Western Stone & Metal Corp. under EIN 84-0613760 and plan number 003. It reports 1,040 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925135144NAL0014411873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Stone & Metal Corp.
- EIN
- 84-0613760
- Plan number
- 003
- Location
- Centennial, CO
- Participants
- 1,040
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,795,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,795,122
- Employer contributions
- $985,097
- Participant contributions
- $2,675,385
- Total income / additions
- $9,355,017
- Benefits paid
- $2,948,721
- Administrative expenses
- $54,162
- Total expenses
- $3,002,883
- Net increase / (decrease)
- $6,352,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $54,436 | $0 |