2023 Form 5500 filing — Western Partitions, 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 20250416132503NAL0002267283001) for Western Partitions, Inc. 401(K) Profit Sharing Plan, reported by Western Partitions, Inc. under EIN 93-0655225 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250416132503NAL0002267283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Partitions, Inc.
- EIN
- 93-0655225
- Plan number
- 001
- Location
- Wilsonville, OR
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,433,281
- Net assets (EOY)
- $19,433,281
- Employer contributions
- $1,528,965
- Participant contributions
- $1,102,335
- Total income / additions
- $5,617,448
- Benefits paid
- $1,861,145
- Administrative expenses
- $3,868
- Total expenses
- $1,865,013
- Net increase / (decrease)
- $3,752,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Premier Retirement Plan Services | CONTRACT ADMIN | $1,825 | $7,991 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,543 | not reported in the loaded dataset |
| Mmlis | BROKER/ADVISOR | $0 | $475 |