Western Pocahontas Tax-Advantaged Thrift Plan — Form 5500 plan (Western Pocahontas Properties Limited Partnership)
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 Pocahontas Tax-Advantaged Thrift Plan is a benefit plan reported by Western Pocahontas Properties Limited Partnership under EIN 76-0205573 and plan number 002. The latest loaded filing year is 2023. The filing reports 57 participants and $19,569,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Pocahontas Properties Limited Partnership
- EIN
- 76-0205573
- Plan number
- 002
- Plan type
- 2
- Location
- Huntington, WV
- Latest filing year
- 2023
- Participants
- 57
- End-of-year plan assets
- $19,569,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 57 | I | 20240909131545NAL0004530577001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $19,569,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,569,878
- Net assets (BOY)
- $16,525,550
Income & contributions
- Employer contributions
- $433,466
- Participant contributions
- $734,390
- Total income / additions
- $3,882,033
Expenses & distributions
- Benefits paid
- $820,169
- Administrative expenses
- $17,536
- Total expenses
- $837,705
- Net increase / (decrease)
- $3,044,328
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.