Western State Agency, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Western State Agency, 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, Western State Agency, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Western State Agency, Inc. under EIN 45-0106740 and plan number 002. The latest loaded filing year is 2023. The filing reports 293 participants and $44,899,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western State Agency, Inc.
- EIN
- 45-0106740
- Plan number
- 002
- Plan type
- 2
- Location
- Devils Lake, ND
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $44,899,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H | 20240802091849NAL0015866179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,899,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,899,609
- Net assets (BOY)
- $45,411,608
Income & contributions
- Employer contributions
- $1,394,608
- Total contributions
- $1,394,608
- Total income / additions
- $3,109,019
Expenses & distributions
- Benefits paid
- $3,621,018
- Administrative expenses
- $0
- Total expenses
- $3,621,018
- Net increase / (decrease)
- -$511,999
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.