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WESTERN SHELTER INSURANCE, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameWESTERN SHELTER INSURANCE, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

WESTERN SHELTER INSURANCE, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WESTERN SHELTER INSURANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:WESTERN SHELTER INSURANCE, INC.
Employer identification number (EIN):260666125
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN SHELTER INSURANCE, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LYSLE DAVIDSON2024-10-28
0012022-01-01LYSLE DAVIDSON2023-09-25 LYSLE DAVIDSON2023-09-25
0012021-01-01LYSLE DAVIDSON2022-09-13 LYSLE DAVIDSON2022-09-13
0012020-01-01LYSLE DAVIDSON2021-07-23
0012019-01-01
0012019-01-01MARK ROHN2020-07-21 MARK ROHN2020-07-21
0012018-01-01LYSLE DAVIDSON2019-07-11
0012017-01-01LYSLE DAVIDSON2018-06-20
0012016-01-01LYSLE DAVIDSON2017-07-26
0012015-01-01LYSLE DAVIDSON2016-10-05
0012014-01-01LYSLE DAVIDSON2015-10-14
0012013-01-01LYSLE DAVIDSON2014-07-29
0012012-01-01LYSLE DAVIDSON2013-10-08
0012011-01-01LYSLE DAVIDSON2012-10-12
0012010-01-01LYSLE DAVIDSON2011-10-10

Financial Data on WESTERN SHELTER INSURANCE, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025 : WESTERN SHELTER INSURANCE, INC. DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-0423534
Net assets as of the end of the plan year2025-09-04542418
Total assets as of the beginning of the plan year2025-09-04463627
Participant contributions to plan in this plan year2025-09-0420955
Other income to plan in this plan year2025-09-0464606
Plan net income in this plan year2025-09-0478791
Net assets as of the end of the plan year2025-09-04542418
Net assets as of the beginning of the plan year2025-09-04463627
Employer contributions to plan in this plan year2025-09-0416764
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-04740
2024 : WESTERN SHELTER INSURANCE, INC. DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-280
Total liabilities as of the end of the plan year2024-10-280
Total liabilities as of the beginning of the plan year2024-10-280
Total expenses incurred by plan in this plan year2024-10-285739
Net assets as of the end of the plan year2024-10-28463627
Total assets as of the beginning of the plan year2024-10-28347467
Participant contributions to plan in this plan year2024-10-2841443
Other expenses paid from plan in this plan year2024-10-280
Other contributions to plan in this plan year2024-10-280
Other income to plan in this plan year2024-10-2861936
Plan net income in this plan year2024-10-28116160
Net assets as of the end of the plan year2024-10-28463627
Net assets as of the beginning of the plan year2024-10-28347467
Employer contributions to plan in this plan year2024-10-2818520
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-281936
2022 : WESTERN SHELTER INSURANCE, INC. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-134787
Net assets as of the end of the plan year2022-09-13411836
Total assets as of the beginning of the plan year2022-09-13292557
Participant contributions to plan in this plan year2022-09-1367619
Other contributions to plan in this plan year2022-09-13-1107
Other income to plan in this plan year2022-09-1333059
Plan net income in this plan year2022-09-13119279
Net assets as of the end of the plan year2022-09-13411836
Net assets as of the beginning of the plan year2022-09-13292557
Employer contributions to plan in this plan year2022-09-1324495
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-131902

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