Wng 401(K) Plan — Form 5500 plan (Western National Properties Dba Western National Group)
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, Wng 401(K) Plan is a benefit plan reported by Western National Properties Dba Western National Group under EIN 33-0848232 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,060 participants and $50,807,963 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western National Properties Dba Western National Group
- EIN
- 33-0848232
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 1,060
- End-of-year plan assets
- $50,807,963
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,060 | H, C | 20241015105741NAL0014442163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,807,963
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,807,963
- Net assets (BOY)
- $44,025,509
Income & contributions
- Employer contributions
- $1,214,141
- Participant contributions
- $3,527,920
- Total contributions
- $4,790,090
- Total income / additions
- $11,202,593
Expenses & distributions
- Benefits paid
- $4,113,203
- Administrative expenses
- $206,970
- Total expenses
- $4,420,139
- Net increase / (decrease)
- $6,782,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Ins Co Of America | RECORDKEEPER | $85,132 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MNGT | $71,349 | not reported in the loaded dataset | 2023 |
| Actuarial Benefits Corp | CONTRACT ADMIN | $58,706 | $10,000 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $50,500 | not reported in the loaded dataset | 2023 |
| Marcum Llp | AUDITOR | $19,158 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | OTHER | $219 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western National Properties Dba Western National Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Empower Advisory Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Actuarial Benefits Corp — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Marcum Llp — Schedule C compensation