Logo

WESTERN AGENCY 401(K) PLAN 401k Plan overview

Plan NameWESTERN AGENCY 401(K) PLAN
Plan identification number 001

WESTERN AGENCY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

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

Company Name:WESTERN AGENCY, INC.
Employer identification number (EIN):450338233
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN AGENCY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LACEY KRUEGER2024-01-17 LACEY KRUEGER2024-01-17
0012022-01-01LACEY KRUEGER2023-01-30 LACEY KRUEGER2023-01-30

Financial Data on WESTERN AGENCY 401(K) PLAN

Measure Date Value
2025 : WESTERN AGENCY 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-05-230
Total expenses incurred by plan in this plan year2025-05-231255718
Net assets as of the end of the plan year2025-05-230
Total assets as of the beginning of the plan year2025-05-231375712
Value of plan covered by a fidelity bond2025-05-23150000
Other income to plan in this plan year2025-05-23-119994
Plan net income in this plan year2025-05-23-1375712
Net assets as of the end of the plan year2025-05-230
Net assets as of the beginning of the plan year2025-05-231375712
Fees paid to broker by Benefit Provider2025-05-23169
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-238403
Total expenses incurred by plan in this plan year2025-02-03147524
Net assets as of the end of the plan year2025-02-031375712
Total assets as of the beginning of the plan year2025-02-03942520
Value of plan covered by a fidelity bond2025-02-03150000
Participant contributions to plan in this plan year2025-02-03230542
Value of participant loans at end of plan year2025-02-035767
Other expenses paid from plan in this plan year2025-02-030
Other contributions to plan in this plan year2025-02-0398913
Other income to plan in this plan year2025-02-03142184
Plan net income in this plan year2025-02-03433192
Net assets as of the end of the plan year2025-02-031375712
Net assets as of the beginning of the plan year2025-02-03942520
Employer contributions to plan in this plan year2025-02-03109077
Fees paid to broker by Benefit Provider2025-02-03542
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-0310900
2024 : WESTERN AGENCY 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-01-1779114
Net assets as of the end of the plan year2024-01-17942520
Total assets as of the beginning of the plan year2024-01-17450360
Value of plan covered by a fidelity bond2024-01-17150000
Participant contributions to plan in this plan year2024-01-17194784
Value of participant loans at end of plan year2024-01-175811
Other expenses paid from plan in this plan year2024-01-170
Other contributions to plan in this plan year2024-01-1730365
Other income to plan in this plan year2024-01-17100006
Plan net income in this plan year2024-01-17492160
Net assets as of the end of the plan year2024-01-17942520
Net assets as of the beginning of the plan year2024-01-17450360
Employer contributions to plan in this plan year2024-01-17246119
Fees paid to broker by Benefit Provider2024-01-17413
Expensese paid to adminstrative service provicers from plan in this plan year2024-01-177391

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1