How many benefit plans does Westcorp Capital, Inc. report on Form 5500?

Westcorp Capital, Inc. (EIN 06-1764190) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Westcorp Capital, Inc.?

The Employer Identification Number (EIN) reported for Westcorp Capital, Inc. is 06-1764190.

What is the latest Form 5500 filing year for Westcorp Capital, Inc.?

The latest loaded Form 5500 filing year for Westcorp Capital, Inc. is 2023.

Westcorp Capital, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Westcorp Capital, Inc. (EIN 06-1764190) is a plan sponsor located in Calabasas, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 06-1764190
Location: Calabasas, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $3,924,196
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $3,924,196

Contributions & income

Employer contributions: $27,000
Participant contributions: $30,000
Total income / additions: $257,515

Expenses & distributions

Benefits paid / distributions: $68,000
Total expenses: $113,227
Net increase / (decrease): $144,288

Coverage

Total reported participants: 4
Plans with financial statements: 2
Plans with provider compensation: 0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Westcorp Capital, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Westcorp Capital, Inc. Retirement Plan	002	2	$3,028,394	2023
Westcorp Capital, Inc. 401(K) Profit Sharing Plan	001	2	$895,802	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Westcorp Capital, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Westcorp Capital, Inc. 401(K) Profit Sharing Plan	2	I	20241004105610NAL0006622595004
2023	Westcorp Capital, Inc. Retirement Plan	2	I	20241004111100NAL0023525954001