Western Reserve Group 401(K) Profit Sharing Plan — Form 5500 plan (Western Reserve Mutual Casualty 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, Western Reserve Group 401(K) Profit Sharing Plan is a benefit plan reported by Western Reserve Mutual Casualty Company under EIN 34-0613930 and plan number 002. The latest loaded filing year is 2023. The filing reports 326 participants and $53,450,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Reserve Mutual Casualty Company
- EIN
- 34-0613930
- Plan number
- 002
- Plan type
- 2
- Location
- Wooster, OH
- Latest filing year
- 2023
- Participants
- 326
- End-of-year plan assets
- $53,450,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 326 | H, C | 20241009144456NAL0019460609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,450,720
- Net assets (EOY)
- $53,450,720
- Net assets (BOY)
- $45,357,410
Income & contributions
- Employer contributions
- $1,082,321
- Participant contributions
- $2,225,249
- Total contributions
- $3,521,671
- Total income / additions
- $11,135,615
Expenses & distributions
- Benefits paid
- $2,984,188
- Administrative expenses
- $58,117
- Total expenses
- $3,042,305
- Net increase / (decrease)
- $8,093,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $58,117 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |