Plan5500

Western Carriers, Inc. Profit Sharing Plan — Form 5500 plan (Western Carriers, Inc.)

Plain-English plan 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, Western Carriers, Inc. Profit Sharing Plan is a benefit plan reported by Western Carriers, Inc. under EIN 04-2481205 and plan number 002. The latest loaded filing year is 2023. The filing reports 728 participants and $35,377,742 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Western Carriers, Inc.
EIN
04-2481205
Plan number
002
Plan type
2
Location
North Bergen, NJ
Latest filing year
2023
Participants
728
End-of-year plan assets
$35,377,742

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023728H, C20240930134517NAL0003281251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,377,742
Net assets (EOY)
$35,377,742
Net assets (BOY)
$31,339,269

Income & contributions

Employer contributions
$975,535
Participant contributions
$2,579,259
Total contributions
$3,571,428
Total income / additions
$9,111,588

Expenses & distributions

Benefits paid
$4,906,269
Administrative expenses
$144,758
Total expenses
$5,073,115
Net increase / (decrease)
$4,038,473

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sensus Investment Management GNONE$94,243not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$50,515not reported in the loaded dataset2023

Related Form 5500 pages