Western Capital Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Western Capital Corporation)
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 Capital Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Western Capital Corporation under EIN 26-1707047 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $8,359,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Capital Corporation
- EIN
- 26-1707047
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Oswego, OR
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $8,359,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241007160613NAL0009032227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,359,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,359,587
- Net assets (BOY)
- $7,277,306
Income & contributions
- Employer contributions
- $293,820
- Participant contributions
- $907,821
- Total contributions
- $1,451,420
- Total income / additions
- $2,714,727
Expenses & distributions
- Benefits paid
- $1,593,467
- Administrative expenses
- $38,979
- Total expenses
- $1,632,446
- Net increase / (decrease)
- $1,082,281
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Human Investing | ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $18,978 | not reported in the loaded dataset | 2023 |