Plan5500

Willow Creek Companies 401(K) Plan — Form 5500 plan (Willow Creek Companies, LLC)

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, Willow Creek Companies 401(K) Plan is a benefit plan reported by Willow Creek Companies, LLC under EIN 46-1362354 and plan number 001. The latest loaded filing year is 2023. The filing reports 407 participants and $1,314,099 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Willow Creek Companies, LLC
EIN
46-1362354
Plan number
001
Plan type
2
Location
Grand Junction, CO
Latest filing year
2023
Participants
407
End-of-year plan assets
$1,314,099

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023407H, C20241012132505NAL0013334563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,314,099
Total liabilities (EOY)
$613
Net assets (EOY)
$1,313,486
Net assets (BOY)
$517,017

Income & contributions

Participant contributions
$700,308
Total contributions
$711,745
Total income / additions
$847,731

Expenses & distributions

Benefits paid
$30,026
Administrative expenses
$21,236
Total expenses
$51,262
Net increase / (decrease)
$796,469

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliance Benefit GroupTPA$21,236not reported in the loaded dataset2023

Related Form 5500 pages