Berkshire Hathaway Guard Profit Sharing/401(K) Plan — Form 5500 plan (Westguard Insurance Company)

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, Berkshire Hathaway Guard Profit Sharing/401(K) Plan is a benefit plan reported by Westguard Insurance Company under EIN 06-1678760 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,744 participants and $97,997,468 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Westguard Insurance Company
EIN
06-1678760
Plan number
001
Plan type
2
Location
Wilkes-Barre, PA
Latest filing year
2023
Participants
1,744
End-of-year plan assets
$97,997,468

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,744H, C20241014085120NAL0051604578001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$97,997,468
Total liabilities (EOY)
$0
Net assets (EOY)
$97,997,468
Net assets (BOY)
$81,870,869

Income & contributions

Employer contributions
$2,807,751
Participant contributions
$4,448,897
Total contributions
$8,904,429
Total income / additions
$22,319,209

Expenses & distributions

Benefits paid
$5,924,107
Administrative expenses
$92,799
Total expenses
$6,016,906
Net increase / (decrease)
$16,302,303

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCNONE$63,654not reported in the loaded dataset2023
T Rowe Price Rps IncNONE$26,310$02023

Related Form 5500 pages