2023 Form 5500 filing — West-Mark Retirement 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 20240729123126NAL0029739296001) for West-Mark Retirement Plan, reported by Certified Stainless Services, Inc. Dba West-Mark under EIN 94-1683335 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10.3MReported net assets$10,329,860
Participants262
Provider compensation$81.2K2 Schedule C row(s)$81,231
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240729123126NAL0029739296001
- Plan sponsor
- Certified Stainless Services, Inc. Dba West-Mark
- EIN
- 94-1683335
- Plan number
- 001
- Location
- Ceres, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$10.3M total assets
Net assets$10.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,329,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,329,860
- Employer contributions
- $251,394
- Participant contributions
- $692,319
- Total income / additions
- $2,350,767
- Benefits paid
- $2,720,417
- Administrative expenses
- $55,592
- Total expenses
- $2,776,009
- Net increase / (decrease)
- -$425,242
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,646 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $25,585 |