Plan5500

Westcliff Management Group — 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, Westcliff Management Group (EIN 46-0658370) is a plan sponsor located in Irvine, 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
46-0658370
Location
Irvine, 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 Westcliff Management Group

  • 2 loaded plans hold $7.2M in reported assets.
  • The largest, Westcliff University 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 774 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$7.2MSummed across loaded plans$7,230,113
Total reported assets$7.2M$7,230,113
Total reported participants774
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.2M total assets
Net assets$7.2MLiabilities$0
Contributions & income
Employer contributions$364.1K
Participant contributions$1.2M
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$1.5M

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%Westcliff University 401(K) Plan
Participants per plan387Average 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
    Westcliff University 401(K) Plan$7.2M
    Plan #001 · 518 participants · 2023
  2. 2
    Westcliff University Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 256 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 Westcliff Management Group. Open one for its full reported snapshot.

  1. 2023
    Westcliff University Welfare Benefits Plan144 participants · 2No schedules
    View filing →
  2. 2023
    Westcliff University Welfare Benefits Plan256 participants · 2No schedules
    View filing →
  3. 2023
    Westcliff University 401(K) Plan518 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Westcliff Management Group report on Form 5500?
Westcliff Management Group (EIN 46-0658370) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Westcliff Management Group?
The Employer Identification Number (EIN) reported for Westcliff Management Group is 46-0658370.
What is the latest Form 5500 filing year for Westcliff Management Group?
The latest loaded Form 5500 filing year for Westcliff Management Group is 2023.

Related Form 5500 pages