Plan5500

2023 Form 5500 filing — Western States Employee 401(K) Retirement Savings 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 20241015163703NAL0015092579001) for Western States Employee 401(K) Retirement Savings Plan, reported by Western States Envelope Company under EIN 39-0700440 and plan number 003. It reports 668 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015163703NAL0015092579001
Filing year
2023
Form type
2
Plan sponsor
Western States Envelope Company
EIN
39-0700440
Plan number
003
Location
Butler, WI
Participants
668
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$39,026,036
Total liabilities (EOY)
$0
Net assets (EOY)
$39,026,036
Employer contributions
$171,311
Participant contributions
$1,074,356
Total income / additions
$6,883,463
Benefits paid
$9,262,267
Administrative expenses
$102,280
Total expenses
$9,379,947
Net increase / (decrease)
-$2,496,484
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$122,483$0
Gallagher Fiduciary Advisors, LLCINVESTMENT ADVISORY$0$69,846
Sasi, Inc.OTHER SERVICES$0$18,684
Principal Life Insurance CompanyCONTRACT ADMINISTRATORnot reported in the loaded datasetnot reported in the loaded dataset
Gallagher Fiduciary Advisors, LLCINVESTMENT ADVISORYnot reported in the loaded datasetnot reported in the loaded dataset
Sasi, Inc.OTHER SERVICESnot reported in the loaded datasetnot reported in the loaded dataset

Related Form 5500 pages