2023 Form 5500 filing — Western Beef Retail, Inc. 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 20250131104040NAL0001329987001) for Western Beef Retail, Inc. 401(K) Profit Sharing Plan, reported by Western Beef Retail, Inc under EIN 11-2778081 and plan number 001. It reports 1,504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131104040NAL0001329987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Beef Retail, Inc
- EIN
- 11-2778081
- Plan number
- 001
- Location
- Ridgewood, NY
- Participants
- 1,504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,803,912
- Total liabilities (EOY)
- $6,211
- Net assets (EOY)
- $25,797,701
- Employer contributions
- $402,075
- Participant contributions
- $1,199,147
- Total income / additions
- $4,828,440
- Benefits paid
- $1,732,223
- Administrative expenses
- $58,844
- Total expenses
- $1,791,067
- Net increase / (decrease)
- $3,037,373
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services Inc | TPA | $44,976 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | INVESTMENT ADVISOR | $43,917 | not reported in the loaded dataset |