2023 Form 5500 filing — Western Pacific Distributing, LLC 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724192036NAL0021337552001) for Western Pacific Distributing, LLC 401(K) Profit Sharing Plan, reported by Western Pacific Distributing, LLC under EIN 33-0989706 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724192036NAL0021337552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Pacific Distributing, LLC
- EIN
- 33-0989706
- Plan number
- 001
- Location
- Orange, CA
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,926,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,926,740
- Employer contributions
- $962,437
- Participant contributions
- $614,475
- Total income / additions
- $4,316,392
- Benefits paid
- $2,782,834
- Administrative expenses
- $56,120
- Total expenses
- $2,838,954
- Net increase / (decrease)
- $1,477,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $53,653 | $0 |
| Lincoln Financial Advisors | INVESTMENT ADVISOR | $25,051 | not reported in the loaded dataset |
| Penson Benefits Unlimited, Inc. | TPA | $2,866 | not reported in the loaded dataset |