West Music Co., Inc. 401(K) Plan — Form 5500 plan (West Music Co., Inc.)

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, West Music Co., Inc. 401(K) Plan is a benefit plan reported by West Music Co., Inc. under EIN 42-0737247 and plan number 002. The latest loaded filing year is 2023. The filing reports 310 participants and $15,195,567 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
West Music Co., Inc.
EIN
42-0737247
Plan number
002
Plan type
2
Location
Coralville, IA
Latest filing year
2023
Participants
310
End-of-year plan assets
$15,195,567

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20241011104902NAL0038480256001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,195,567
Total liabilities (EOY)
$0
Net assets (EOY)
$15,195,567
Net assets (BOY)
$12,797,738

Income & contributions

Employer contributions
$237,736
Participant contributions
$896,222
Total contributions
$1,278,811
Total income / additions
$3,750,896

Expenses & distributions

Benefits paid
$1,289,880
Administrative expenses
$63,187
Total expenses
$1,353,067
Net increase / (decrease)
$2,397,829

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCADVISOR$34,269not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$28,918$02023

Related Form 5500 pages