Original filing (PDF)20251124174301NAL0004164274001

WESTERN AMERICAN LOAN, INC.

Name: WESTERN AMERICAN LOAN, INC. — WESTERN AMERICAN LOAN, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WESTERN AMERICAN LOAN, INC.

Form 5500-SF

FILING_RECEIVED

WESTERN AMERICAN LOAN, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$921K

Net assets (EOY)

$921K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN AMERICAN LOAN, INC..

Plan sponsor

Name

WESTERN AMERICAN LOAN, INC.

EIN

86-0199118

Address

4308 W. MISSOURI AVENUE · GLENDALE, AZ · 85301

Phone

(623) 939-9471

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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