Plan5500

Westport Properties, 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, Westport Properties, Inc. (EIN 33-0223829) is a plan sponsor located in Newport Beach, 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
33-0223829
Location
Newport Beach, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Westport Properties, Inc.

  • 2 loaded plans hold $3.7M in reported assets.
  • The largest, Westport Properties, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 896 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.7MSummed across loaded plans$3,725,002
Total reported assets$3.7M$3,725,002
Total reported participants896
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.7M total assets
Net assets$3.7MLiabilities—
Contributions & income
Employer contributions$44.5K
Participant contributions$588.9K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$305.7K
Total expenses$339.6K
Net increase / (decrease)$809.1K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Westport Properties, Inc. 401(K) Plan
Participants per plan448Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Westport Properties, Inc. 401(K) Plan$3.7M
    Plan #002 · 443 participants · 2023
  2. 2
    Westport Properties, Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 453 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Westport Properties, Inc.. Open one for its full reported snapshot.

  1. 2023
    Westport Properties, Inc. Health And Welfare Plan453 participants · 2No schedules
    View filing →
  2. 2023
    Westport Properties, Inc. 401(K) Plan443 participants · 3Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Westport Properties, Inc. report on Form 5500?
Westport Properties, Inc. (EIN 33-0223829) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Westport Properties, Inc.?
The Employer Identification Number (EIN) reported for Westport Properties, Inc. is 33-0223829.
What is the latest Form 5500 filing year for Westport Properties, Inc.?
The latest loaded Form 5500 filing year for Westport Properties, Inc. is 2023.

Related Form 5500 pages