Plan5500

Westbrook Sales And Distributing Corporation — 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, Westbrook Sales And Distributing Corporation (EIN 74-1712129) is a plan sponsor located in Houston, TX with 3 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
74-1712129
Location
Houston, TX
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38.8MSummed across loaded plans$38,834,884
Total reported assets$38.9M$38,872,818
Total reported participants406
Total reported liabilities$37.9K$37,934

Reported net position

Reported assets = net assets + liabilities (summed)$38.9M total assets
Net assets$38.8MLiabilities$37.9K
Contributions & income
Employer contributions$1.1M
Participant contributions$692.5K
Total income / additions$23.9M
Expenses & distributions
Benefits paid / distributions$102.7M
Total expenses$102.9M
Net increase / (decrease)-$79M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation2 / 3 (67%)

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 assets57%Westbrook Sales And Distributing Corporation Employee Stock Ownership Plan
Participants per plan135Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Westbrook Sales And Distributing Corporation Employee Stock Ownership Plan$22.1M
    Plan #002 · 0 participants · 2023
  2. 2
    Westbrook 401(K) Plan$16.7M
    Plan #001 · 204 participants · 2023
  3. 3
    Westbrook Employee Benefit Plan$37.9K
    Plan #503 · 202 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Westbrook Sales And Distributing Corporation
YearPlanParticipantsSchedulesFiling
2023Westbrook Employee Benefit Plan202H, C20241004135834NAL0022861650002
2023Westbrook 401(K) Plan204H, C20251230113853NAL0018745441001
2023Westbrook Sales And Distributing Corporation Employee Stock Ownership Plan0H20260401101910NAL0000584883001

Related Form 5500 pages