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WESTERN STATES INVESTMENT COMPANY, LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameWESTERN STATES INVESTMENT COMPANY, LLC 401K PROFIT SHARING PLAN
Plan identification number 002

WESTERN STATES INVESTMENT COMPANY, LLC 401K PROFIT SHARING 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.
  • 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 STATES INVESTMENT COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:WESTERN STATES INVESTMENT COMPANY, LLC
Employer identification number (EIN):953171816
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN STATES INVESTMENT COMPANY, LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01TERRY OLSEN2024-10-01 TERRY OLSEN2024-10-01
0022022-01-01TERRY OLSEN2023-10-16 TERRY OLSEN2023-10-16
0022021-01-01TERRY OLSEN2022-07-19
0022020-01-01TERRY OLSEN2021-07-29
0022019-01-01TERRY OLSEN2020-07-27
0022018-01-01TERRY OLSEN2019-04-24
0022017-01-01TERRY OLSZEWSKI2018-03-13
0022016-01-01TERRY OLSZEWSKI2017-04-10
0022015-01-01TERRY TRZCINKA2016-03-04
0022014-01-01TERRY TRZCINKA2015-02-26
0022013-01-01TERRY TRZCINKA2014-03-24
0022012-01-01TERRY TRZCINKA2013-03-28
0022011-01-01TERRY TRZCINKA2012-05-31
0022010-01-01TERRY TRZCINKA2011-02-25

Plan Statistics for WESTERN STATES INVESTMENT COMPANY, LLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for WESTERN STATES INVESTMENT COMPANY, LLC 401K PROFIT SHARING PLAN

Measure Date Value
2025: WESTERN STATES INVESTMENT COMPANY, LLC 401K PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-154
Total number of particpants at end of year2025-09-154
Number of Participants With Account Balances2025-09-154
2024: WESTERN STATES INVESTMENT COMPANY, LLC 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-014
Total number of particpants at end of year2024-10-014
Number of Participants With Account Balances2024-10-014
2022: WESTERN STATES INVESTMENT COMPANY, LLC 401K PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-195
Total number of particpants at end of year2022-07-194
Number of Participants With Account Balances2022-07-194

Financial Data on WESTERN STATES INVESTMENT COMPANY, LLC 401K PROFIT SHARING PLAN

Measure Date Value
2025 : WESTERN STATES INVESTMENT COMPANY, LLC 401K PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-150
Total liabilities as of the beginning of the plan year2025-09-150
Total expenses incurred by plan in this plan year2025-09-15142480
Net assets as of the end of the plan year2025-09-154166676
Total assets as of the beginning of the plan year2025-09-153829866
Value of plan covered by a fidelity bond2025-09-152000000
Participant contributions to plan in this plan year2025-09-1573024
Other income to plan in this plan year2025-09-15400909
Plan net income in this plan year2025-09-15336810
Net assets as of the end of the plan year2025-09-154166676
Net assets as of the beginning of the plan year2025-09-153829866
Employer contributions to plan in this plan year2025-09-155357
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1512214
2024 : WESTERN STATES INVESTMENT COMPANY, LLC 401K PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-01121893
Net assets as of the end of the plan year2024-10-013829866
Total assets as of the beginning of the plan year2024-10-013304435
Value of plan covered by a fidelity bond2024-10-012000000
Participant contributions to plan in this plan year2024-10-0173150
Other contributions to plan in this plan year2024-10-0155487
Other income to plan in this plan year2024-10-01512960
Plan net income in this plan year2024-10-01525431
Net assets as of the end of the plan year2024-10-013829866
Net assets as of the beginning of the plan year2024-10-013304435
Employer contributions to plan in this plan year2024-10-015727
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0110491
2022 : WESTERN STATES INVESTMENT COMPANY, LLC 401K PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-190
Total liabilities as of the end of the plan year2022-07-19691
Total liabilities as of the beginning of the plan year2022-07-190
Total expenses incurred by plan in this plan year2022-07-19145048
Net assets as of the end of the plan year2022-07-194039038
Total assets as of the beginning of the plan year2022-07-193789048
Value of plan covered by a fidelity bond2022-07-19300000
Participant contributions to plan in this plan year2022-07-1961861
Other expenses paid from plan in this plan year2022-07-190
Other contributions to plan in this plan year2022-07-19430
Other income to plan in this plan year2022-07-19326365
Plan net income in this plan year2022-07-19249299
Net assets as of the end of the plan year2022-07-194038347
Net assets as of the beginning of the plan year2022-07-193789048
Employer contributions to plan in this plan year2022-07-195691
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-190

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