Western Building Center 401(K) Profit Sharing Plan — Form 5500 plan (Western Building Center)
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 Building Center 401(K) Profit Sharing Plan is a benefit plan reported by Western Building Center under EIN 81-0257771 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $10,705,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Building Center
- EIN
- 81-0257771
- Plan number
- 001
- Plan type
- 2
- Location
- Kalispell, MT
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $10,705,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20240812171558NAL0021151186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,705,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,705,560
- Net assets (BOY)
- $8,795,121
Income & contributions
- Employer contributions
- $702,868
- Participant contributions
- $592,035
- Total contributions
- $1,332,887
- Total income / additions
- $2,742,711
Expenses & distributions
- Benefits paid
- $733,777
- Administrative expenses
- $80,064
- Total expenses
- $832,272
- Net increase / (decrease)
- $1,910,439
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones & Co. | RIA | $22,851 | not reported in the loaded dataset | 2023 |
| Big Sky Retirement | TPA | $21,078 | not reported in the loaded dataset | 2023 |