Westan Insurance Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Westan Insurance Group, INC.
  • Sponsor EIN: 620701276
  • Sponsor Address: 315 SOUTH SECOND STREET, UNION CITY, TN, 38261
  • Plan Type: 401(k)
  • Total Participants: 55
  • Total Assets: $6.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202555$6.3M$110,280$174,724
202448$5.5M$109,143$177,336
202344$4.4M$100,171$168,662
202240$3.7M$84,749$164,304

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