2023 Form 5500 filing — Western Engineering Contractors Inc 401k 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 20240807172907NAL0008841506001) for Western Engineering Contractors Inc 401k Profit Sharing Plan, reported by Western Engineering Contractors Inc under EIN 94-2901297 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807172907NAL0008841506001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Engineering Contractors Inc
- EIN
- 94-2901297
- Plan number
- 001
- Location
- Loomis, CA
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,747,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,747,128
- Employer contributions
- $327,243
- Participant contributions
- $627,589
- Total income / additions
- $3,578,766
- Benefits paid
- $1,659,202
- Administrative expenses
- $83,245
- Total expenses
- $1,742,447
- Net increase / (decrease)
- $1,836,319
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $40,000 | $0 |
| Larson Allen Llp | AUDITOR | $18,750 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $13,131 | $0 |
| Associated Pension Consultants | CONTRACT ADMI | $11,338 | $0 |