2023 Form 5500 filing — West Pac-Stone Employee 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 20240923191319NAL0021169216001) for West Pac-Stone Employee Retirement Plan, reported by Western Pacific Roofing Corp under EIN 95-2386834 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923191319NAL0021169216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Pacific Roofing Corp
- EIN
- 95-2386834
- Plan number
- 001
- Location
- Palmdale, CA
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,200,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,200,472
- Employer contributions
- $283,740
- Participant contributions
- $610,885
- Total income / additions
- $2,943,475
- Benefits paid
- $726,093
- Administrative expenses
- $50,972
- Total expenses
- $777,065
- Net increase / (decrease)
- $2,166,410
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | SERVICE PROVIDER | $24,762 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $21,084 | not reported in the loaded dataset |
| Nppg | SERVICE PROVIDER | $5,125 | not reported in the loaded dataset |