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THE WESTERN ASSET MANAGEMENT 401(K) PLAN 401k Plan overview

Plan NameTHE WESTERN ASSET MANAGEMENT 401(K) PLAN
Plan identification number 005

THE WESTERN ASSET MANAGEMENT 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WESTERN ASSET MANAGEMENT COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:WESTERN ASSET MANAGEMENT COMPANY, LLC
Employer identification number (EIN):952705767
NAIC Classification:523900

Additional information about WESTERN ASSET MANAGEMENT COMPANY, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4533475

More information about WESTERN ASSET MANAGEMENT COMPANY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WESTERN ASSET MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01REGINA JOHNSON
0052017-01-01REGINA JOHNSON
0052016-01-01REGINA JOHNSON
0052015-01-01ROBERT SIBBREL
0052014-01-01PAUL WHITE
0052013-01-01PAUL WHITE
0052012-01-01PAUL WHITE
0052011-01-01PAUL WHITE

Plan Statistics for THE WESTERN ASSET MANAGEMENT 401(K) PLAN

401k plan membership statisitcs for THE WESTERN ASSET MANAGEMENT 401(K) PLAN

Measure Date Value
2022: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01847
Total number of active participants reported on line 7a of the Form 55002022-01-01558
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-01261
Total of all active and inactive participants2022-01-01844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01847
Number of participants with account balances2022-01-01842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01853
Total number of active participants reported on line 7a of the Form 55002021-01-01576
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-01251
Total of all active and inactive participants2021-01-01844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01847
Number of participants with account balances2021-01-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0130
2020: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01875
Total number of active participants reported on line 7a of the Form 55002020-01-01626
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-01212
Total of all active and inactive participants2020-01-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01853
Number of participants with account balances2020-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01887
Total number of active participants reported on line 7a of the Form 55002019-01-01643
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-01217
Total of all active and inactive participants2019-01-01873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01875
Number of participants with account balances2019-01-01872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0129
2018: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01894
Total number of active participants reported on line 7a of the Form 55002018-01-01661
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01211
Total of all active and inactive participants2018-01-01885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01887
Number of participants with account balances2018-01-01882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01885
Total number of active participants reported on line 7a of the Form 55002017-01-01671
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01217
Total of all active and inactive participants2017-01-01891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01894
Number of participants with account balances2017-01-01890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01854
Total number of active participants reported on line 7a of the Form 55002016-01-01662
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01219
Total of all active and inactive participants2016-01-01883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01885
Number of participants with account balances2016-01-01880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01846
Total number of active participants reported on line 7a of the Form 55002015-01-01632
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01222
Total of all active and inactive participants2015-01-01854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01854
Number of participants with account balances2015-01-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01855
Total number of active participants reported on line 7a of the Form 55002014-01-01634
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01220
Total of all active and inactive participants2014-01-01854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01854
Number of participants with account balances2014-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01877
Total number of active participants reported on line 7a of the Form 55002013-01-01642
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01221
Total of all active and inactive participants2013-01-01863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01863
Number of participants with account balances2013-01-01855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01923
Total number of active participants reported on line 7a of the Form 55002012-01-01656
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01221
Total of all active and inactive participants2012-01-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01877
Number of participants with account balances2012-01-01874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-01696
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01227
Total of all active and inactive participants2011-01-01923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01923
Number of participants with account balances2011-01-01900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126

Financial Data on THE WESTERN ASSET MANAGEMENT 401(K) PLAN

Measure Date Value
2022 : THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-53,832,891
Total loss/gain on sale of assets2022-12-31$792,421
Total of all expenses incurred2022-12-31$17,767,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,642,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,427,230
Value of total assets at end of year2022-12-31$291,653,125
Value of total assets at beginning of year2022-12-31$363,253,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$124,693
Total interest from all sources2022-12-31$373,207
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,793,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,793,220
Administrative expenses professional fees incurred2022-12-31$124,693
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,484,855
Participant contributions at end of year2022-12-31$2,313,198
Participant contributions at beginning of year2022-12-31$2,240,216
Assets. Other investments not covered elsewhere at end of year2022-12-31$19,560,425
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$28,991,806
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$96,093
Other income not declared elsewhere2022-12-31$-8,273,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-71,600,437
Value of net assets at end of year (total assets less liabilities)2022-12-31$291,653,125
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$363,253,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$135,300,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$188,101,709
Interest on participant loans2022-12-31$109,304
Value of interest in common/collective trusts at end of year2022-12-31$116,661,781
Value of interest in common/collective trusts at beginning of year2022-12-31$128,319,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$17,816,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$15,600,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$15,600,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$263,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-46,489,726
Net investment gain or loss from common/collective trusts2022-12-31$-22,455,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,846,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,642,853
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$77,567,343
Aggregate carrying amount (costs) on sale of assets2022-12-31$76,774,922
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2022-12-31521743645
2021 : THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$64,559,752
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,700,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,573,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,799,213
Value of total assets at end of year2021-12-31$363,253,562
Value of total assets at beginning of year2021-12-31$315,394,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$126,543
Total interest from all sources2021-12-31$118,607
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$16,301,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$16,301,158
Administrative expenses professional fees incurred2021-12-31$126,543
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,798,083
Participant contributions at end of year2021-12-31$2,240,216
Participant contributions at beginning of year2021-12-31$2,439,147
Assets. Other investments not covered elsewhere at end of year2021-12-31$28,991,806
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$24,863,599
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,882,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$47,859,329
Value of net assets at end of year (total assets less liabilities)2021-12-31$363,253,562
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$315,394,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$188,101,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$159,793,416
Interest on participant loans2021-12-31$116,862
Value of interest in common/collective trusts at end of year2021-12-31$128,319,129
Value of interest in common/collective trusts at beginning of year2021-12-31$108,068,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$15,600,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$20,230,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$20,230,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,304,094
Net investment gain or loss from common/collective trusts2021-12-31$19,036,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$6,118,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,573,880
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2021-12-31521743645
2020 : THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-103,930
Total unrealized appreciation/depreciation of assets2020-12-31$-103,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$997,802
Total income from all sources (including contributions)2020-12-31$62,437,137
Total loss/gain on sale of assets2020-12-31$818,138
Total of all expenses incurred2020-12-31$11,369,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,324,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,575,241
Value of total assets at end of year2020-12-31$315,394,233
Value of total assets at beginning of year2020-12-31$265,324,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,661
Total interest from all sources2020-12-31$144,737
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,556,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$10,556,194
Administrative expenses professional fees incurred2020-12-31$45,661
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$60,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,724,521
Participant contributions at end of year2020-12-31$2,439,147
Participant contributions at beginning of year2020-12-31$2,651,765
Assets. Other investments not covered elsewhere at end of year2020-12-31$24,863,599
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$17,228,727
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$171,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$51,067,359
Value of net assets at end of year (total assets less liabilities)2020-12-31$315,394,233
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$264,326,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$159,793,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$137,232,908
Interest on participant loans2020-12-31$144,737
Value of interest in common/collective trusts at end of year2020-12-31$108,068,003
Value of interest in common/collective trusts at beginning of year2020-12-31$90,656,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$20,230,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$15,664,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$15,664,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$35,267,457
Net investment gain or loss from common/collective trusts2020-12-31$179,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$1,889,935
Contributions received in cash from employer2020-12-31$5,679,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,324,117
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$997,802
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,717,082
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,898,944
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2020-12-31521743645
2019 : THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$626,331
Total unrealized appreciation/depreciation of assets2019-12-31$626,331
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$997,802
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$65,349,612
Total loss/gain on sale of assets2019-12-31$12,833
Total of all expenses incurred2019-12-31$13,774,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,571,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,348,880
Value of total assets at end of year2019-12-31$265,324,676
Value of total assets at beginning of year2019-12-31$212,751,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$203,665
Total interest from all sources2019-12-31$140,764
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,232,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,232,856
Administrative expenses professional fees incurred2019-12-31$203,665
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$60,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,414,101
Participant contributions at end of year2019-12-31$2,651,765
Participant contributions at beginning of year2019-12-31$2,715,491
Assets. Other investments not covered elsewhere at end of year2019-12-31$17,228,727
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$12,444,957
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$392,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$51,574,947
Value of net assets at end of year (total assets less liabilities)2019-12-31$264,326,874
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$212,751,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$137,232,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$112,129,981
Interest on participant loans2019-12-31$140,764
Value of interest in common/collective trusts at end of year2019-12-31$90,656,742
Value of interest in common/collective trusts at beginning of year2019-12-31$83,886,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$15,664,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$17,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$17,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$38,821,904
Net investment gain or loss from common/collective trusts2019-12-31$166,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$1,889,935
Assets. Invements in employer securities at beginning of year2019-12-31$1,556,955
Contributions received in cash from employer2019-12-31$5,541,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,571,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$997,802
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$425,251
Aggregate carrying amount (costs) on sale of assets2019-12-31$412,418
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2019-12-31521743645
2018 : THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-735,645
Total unrealized appreciation/depreciation of assets2018-12-31$-735,645
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,334,679
Total loss/gain on sale of assets2018-12-31$-44,505
Total of all expenses incurred2018-12-31$7,513,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,398,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,976,901
Value of total assets at end of year2018-12-31$212,751,927
Value of total assets at beginning of year2018-12-31$218,930,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$115,188
Total interest from all sources2018-12-31$135,328
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,169,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,169,283
Administrative expenses professional fees incurred2018-12-31$108,948
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$60,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,053,872
Participant contributions at end of year2018-12-31$2,715,491
Participant contributions at beginning of year2018-12-31$2,860,327
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$12,444,957
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$12,252,617
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$447,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,178,937
Value of net assets at end of year (total assets less liabilities)2018-12-31$212,751,927
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$218,930,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$112,129,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$123,203,389
Interest on participant loans2018-12-31$135,328
Value of interest in common/collective trusts at end of year2018-12-31$83,886,813
Value of interest in common/collective trusts at beginning of year2018-12-31$78,412,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$17,730
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-19,269,456
Net investment gain or loss from common/collective trusts2018-12-31$102,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$1,556,955
Assets. Invements in employer securities at beginning of year2018-12-31$2,192,925
Contributions received in cash from employer2018-12-31$5,475,645
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,398,428
Contract administrator fees2018-12-31$6,240
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$431,680
Aggregate carrying amount (costs) on sale of assets2018-12-31$476,185
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2018-12-31521743645
2017 : THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$573,816
Total unrealized appreciation/depreciation of assets2017-12-31$573,816
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$44,212,375
Total loss/gain on sale of assets2017-12-31$104,888
Total of all expenses incurred2017-12-31$8,231,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,112,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,726,085
Value of total assets at end of year2017-12-31$218,930,864
Value of total assets at beginning of year2017-12-31$182,949,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$118,555
Total interest from all sources2017-12-31$139,494
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,004,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,004,041
Administrative expenses professional fees incurred2017-12-31$43,577
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$60,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,591,727
Participant contributions at end of year2017-12-31$2,860,327
Participant contributions at beginning of year2017-12-31$3,249,626
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$115,044
Assets. Other investments not covered elsewhere at end of year2017-12-31$12,252,617
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$9,725,758
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$876,929
Other income not declared elsewhere2017-12-31$23,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$35,981,130
Value of net assets at end of year (total assets less liabilities)2017-12-31$218,930,864
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$182,949,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$74,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$123,203,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$116,459,063
Income. Interest from loans (other than to participants)2017-12-31$139,494
Value of interest in common/collective trusts at end of year2017-12-31$78,412,934
Value of interest in common/collective trusts at beginning of year2017-12-31$49,750,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,819,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,819,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$21,569,731
Net investment gain or loss from common/collective trusts2017-12-31$70,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$2,192,925
Assets. Invements in employer securities at beginning of year2017-12-31$1,731,113
Contributions received in cash from employer2017-12-31$5,257,429
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$98,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,112,690
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$639,308
Aggregate carrying amount (costs) on sale of assets2017-12-31$534,420
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2017-12-31521743645
2016 : THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-318,518
Total unrealized appreciation/depreciation of assets2016-12-31$-318,518
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$27,561,386
Total loss/gain on sale of assets2016-12-31$-70,320
Total of all expenses incurred2016-12-31$6,278,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,248,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,178,408
Value of total assets at end of year2016-12-31$182,949,734
Value of total assets at beginning of year2016-12-31$161,666,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$29,990
Total interest from all sources2016-12-31$132,975
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,067,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,067,992
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$60,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,904,262
Participant contributions at end of year2016-12-31$3,249,626
Participant contributions at beginning of year2016-12-31$3,236,503
Participant contributions at end of year2016-12-31$115,044
Participant contributions at beginning of year2016-12-31$106,834
Assets. Other investments not covered elsewhere at end of year2016-12-31$9,725,758
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,872,335
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$440,639
Other income not declared elsewhere2016-12-31$92,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$21,282,861
Value of net assets at end of year (total assets less liabilities)2016-12-31$182,949,734
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$161,666,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$29,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$116,459,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$145,049,853
Income. Interest from loans (other than to participants)2016-12-31$132,975
Value of interest in common/collective trusts at end of year2016-12-31$49,750,436
Value of interest in common/collective trusts at beginning of year2016-12-31$1,929,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,819,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,406,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,406,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,434,835
Net investment gain or loss from common/collective trusts2016-12-31$43,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$1,731,113
Assets. Invements in employer securities at beginning of year2016-12-31$1,960,412
Contributions received in cash from employer2016-12-31$4,833,507
Employer contributions (assets) at end of year2016-12-31$98,776
Employer contributions (assets) at beginning of year2016-12-31$104,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,248,535
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$357,611
Aggregate carrying amount (costs) on sale of assets2016-12-31$427,931
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2016-12-31521743645
2015 : THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-607,005
Total unrealized appreciation/depreciation of assets2015-12-31$-607,005
Total transfer of assets to this plan2015-12-31$821,773
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,469,266
Total loss/gain on sale of assets2015-12-31$-33,543
Total of all expenses incurred2015-12-31$7,697,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,662,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,582,386
Value of total assets at end of year2015-12-31$161,666,873
Value of total assets at beginning of year2015-12-31$159,073,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,439
Total interest from all sources2015-12-31$115,709
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,533,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,533,941
Administrative expenses professional fees incurred2015-12-31$2,025
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$60,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,700,241
Participant contributions at end of year2015-12-31$3,236,503
Participant contributions at beginning of year2015-12-31$2,475,730
Participant contributions at end of year2015-12-31$106,834
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,872,335
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,811,859
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$165,274
Other income not declared elsewhere2015-12-31$-517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,771,874
Value of net assets at end of year (total assets less liabilities)2015-12-31$161,666,873
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$159,073,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$32,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$145,049,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$145,676,446
Interest on participant loans2015-12-31$115,709
Value of interest in common/collective trusts at end of year2015-12-31$1,929,402
Value of interest in common/collective trusts at beginning of year2015-12-31$1,204,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,406,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,490,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,490,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,141,654
Net investment gain or loss from common/collective trusts2015-12-31$19,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$1,960,412
Assets. Invements in employer securities at beginning of year2015-12-31$3,413,937
Contributions received in cash from employer2015-12-31$4,716,871
Employer contributions (assets) at end of year2015-12-31$104,702
Employer contributions (assets) at beginning of year2015-12-31$750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,662,953
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,215,509
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,249,052
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2015-12-31521743645
2014 : THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$600,446
Total unrealized appreciation/depreciation of assets2014-12-31$600,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$22,036,456
Total loss/gain on sale of assets2014-12-31$9,372
Total of all expenses incurred2014-12-31$9,331,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,305,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,065,687
Value of total assets at end of year2014-12-31$159,073,226
Value of total assets at beginning of year2014-12-31$146,368,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,700
Total interest from all sources2014-12-31$94,192
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,566,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,566,108
Administrative expenses professional fees incurred2014-12-31$7,998
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$60,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,371,237
Participant contributions at end of year2014-12-31$2,475,730
Participant contributions at beginning of year2014-12-31$2,383,673
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,811,859
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,340,673
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$236,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$12,704,687
Value of net assets at end of year (total assets less liabilities)2014-12-31$159,073,226
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$146,368,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$18,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$145,676,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$137,036,606
Interest on participant loans2014-12-31$94,192
Value of interest in common/collective trusts at end of year2014-12-31$1,204,204
Value of interest in common/collective trusts at beginning of year2014-12-31$922,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,490,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$778,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$778,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,685,609
Net investment gain or loss from common/collective trusts2014-12-31$15,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$3,413,937
Assets. Invements in employer securities at beginning of year2014-12-31$2,906,142
Contributions received in cash from employer2014-12-31$4,458,091
Employer contributions (assets) at end of year2014-12-31$750
Employer contributions (assets) at beginning of year2014-12-31$516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,305,069
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,099,016
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,089,644
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2014-12-31521743645
2013 : THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,473,001
Total unrealized appreciation/depreciation of assets2013-12-31$1,473,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$38,104,277
Total loss/gain on sale of assets2013-12-31$39,820
Total of all expenses incurred2013-12-31$7,637,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,578,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,866,240
Value of total assets at end of year2013-12-31$146,368,539
Value of total assets at beginning of year2013-12-31$115,901,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$59,161
Total interest from all sources2013-12-31$96,802
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,712,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,712,679
Administrative expenses professional fees incurred2013-12-31$12,954
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$60,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,223,932
Participant contributions at end of year2013-12-31$2,383,673
Participant contributions at beginning of year2013-12-31$2,390,358
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,340,673
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$492,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$30,466,677
Value of net assets at end of year (total assets less liabilities)2013-12-31$146,368,539
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$115,901,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$46,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$137,036,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$109,499,180
Interest on participant loans2013-12-31$96,802
Value of interest in common/collective trusts at end of year2013-12-31$922,428
Value of interest in common/collective trusts at beginning of year2013-12-31$505,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$778,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$430,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$430,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,902,902
Net investment gain or loss from common/collective trusts2013-12-31$12,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$2,906,142
Assets. Invements in employer securities at beginning of year2013-12-31$3,074,469
Contributions received in cash from employer2013-12-31$4,150,151
Employer contributions (assets) at end of year2013-12-31$516
Employer contributions (assets) at beginning of year2013-12-31$1,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,578,439
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,950,791
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,910,971
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2013-12-31521743645
2012 : THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$579,873
Total unrealized appreciation/depreciation of assets2012-12-31$579,873
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$26,307,105
Total loss/gain on sale of assets2012-12-31$-354,050
Total of all expenses incurred2012-12-31$5,925,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,923,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,238,102
Value of total assets at end of year2012-12-31$115,901,862
Value of total assets at beginning of year2012-12-31$95,520,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,750
Total interest from all sources2012-12-31$99,642
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,658,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,658,534
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$60,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,163,132
Participant contributions at end of year2012-12-31$2,390,358
Participant contributions at beginning of year2012-12-31$2,480,663
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$718,464
Administrative expenses (other) incurred2012-12-31$1,750
Total non interest bearing cash at end of year2012-12-31$12,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$20,381,700
Value of net assets at end of year (total assets less liabilities)2012-12-31$115,901,862
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$95,520,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$109,917,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$88,717,920
Interest on participant loans2012-12-31$99,642
Value of interest in common/collective trusts at end of year2012-12-31$505,660
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,079,983
Net investment gain or loss from common/collective trusts2012-12-31$5,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$3,074,469
Assets. Invements in employer securities at beginning of year2012-12-31$2,371,091
Contributions received in cash from employer2012-12-31$4,356,506
Employer contributions (assets) at end of year2012-12-31$1,362
Employer contributions (assets) at beginning of year2012-12-31$1,950,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,923,655
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$800,615
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,154,665
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2012-12-31521743645
2011 : THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,767,026
Total unrealized appreciation/depreciation of assets2011-12-31$-1,767,026
Total transfer of assets to this plan2011-12-31$95,818,249
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,893,727
Total loss/gain on sale of assets2011-12-31$-71,118
Total of all expenses incurred2011-12-31$5,191,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,188,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,753,153
Value of total assets at end of year2011-12-31$95,520,162
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,179
Total interest from all sources2011-12-31$104,351
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,752,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,752,023
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$60,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,605,859
Participant contributions at end of year2011-12-31$2,480,663
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$196,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-298,087
Value of net assets at end of year (total assets less liabilities)2011-12-31$95,520,162
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$88,717,920
Interest on participant loans2011-12-31$104,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,877,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$2,371,091
Contributions received in cash from employer2011-12-31$1,950,488
Employer contributions (assets) at end of year2011-12-31$1,950,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,188,635
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$484,206
Aggregate carrying amount (costs) on sale of assets2011-12-31$555,324
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2011-12-31521743645

Form 5500 Responses for THE WESTERN ASSET MANAGEMENT 401(K) PLAN

2022: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE WESTERN ASSET MANAGEMENT 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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