2023 Form 5500 filing — Western Reserve Group 401(K) Profit Sharing 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 20241009144456NAL0019460609001) for Western Reserve Group 401(K) Profit Sharing Plan, reported by Western Reserve Mutual Casualty Company under EIN 34-0613930 and plan number 002. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144456NAL0019460609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Reserve Mutual Casualty Company
- EIN
- 34-0613930
- Plan number
- 002
- Location
- Wooster, OH
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,450,720
- Net assets (EOY)
- $53,450,720
- Employer contributions
- $1,082,321
- Participant contributions
- $2,225,249
- Total income / additions
- $11,135,615
- Benefits paid
- $2,984,188
- Administrative expenses
- $58,117
- Total expenses
- $3,042,305
- Net increase / (decrease)
- $8,093,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $58,117 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |