Western Home Employees Retirement Plan — Form 5500 plan (Western Home Services)
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 Home Employees Retirement Plan is a benefit plan reported by Western Home Services under EIN 27-2825987 and plan number 001. The latest loaded filing year is 2023. The filing reports 842 participants and $15,833,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Home Services
- EIN
- 27-2825987
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar Falls, IA
- Latest filing year
- 2023
- Participants
- 842
- End-of-year plan assets
- $15,833,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 842 | H, C | 20240918103847NAL0004398801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,833,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,833,378
- Net assets (BOY)
- $14,411,960
Income & contributions
- Employer contributions
- $462,778
- Participant contributions
- $831,400
- Total contributions
- $1,505,360
- Total income / additions
- $4,167,304
Expenses & distributions
- Benefits paid
- $2,669,988
- Administrative expenses
- $75,898
- Total expenses
- $2,745,886
- Net increase / (decrease)
- $1,421,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | NONE | $29,397 | not reported in the loaded dataset | 2023 |
| Paradigm Benefits LLC | NONE | $3,335 | $7,454 | 2023 |