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, March-Westin Company, Inc. Employee Stock Ownership Plan is a benefit plan reported by March-Westin Company, Inc. under EIN 55-0642527 and plan number 003. The latest loaded filing year is 2023. The filing reports 117 participants and $15,810,927 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,810,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,810,927
- Net assets (BOY)
- $15,297,112
Income & contributions
- Employer contributions
- $500,000
- Total contributions
- $500,000
- Total income / additions
- $1,342,528
Expenses & distributions
- Benefits paid
- $800,886
- Administrative expenses
- $27,827
- Total expenses
- $828,713
- Net increase / (decrease)
- $513,815