2023 Form 5500 filing — Willow Creek Companies 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 20241012132505NAL0013334563001) for Willow Creek Companies 401(K) Plan, reported by Willow Creek Companies, LLC under EIN 46-1362354 and plan number 001. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012132505NAL0013334563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willow Creek Companies, LLC
- EIN
- 46-1362354
- Plan number
- 001
- Location
- Grand Junction, CO
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,314,099
- Total liabilities (EOY)
- $613
- Net assets (EOY)
- $1,313,486
- Participant contributions
- $700,308
- Total income / additions
- $847,731
- Benefits paid
- $30,026
- Administrative expenses
- $21,236
- Total expenses
- $51,262
- Net increase / (decrease)
- $796,469
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Benefit Group | TPA | $21,236 | not reported in the loaded dataset |