2023 Form 5500 filing — Homes By West Bay 401(K) 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 20241002111454NAL0008702145001) for Homes By West Bay 401(K) Plan, reported by Homes By West Bay, LLC under EIN 27-1060879 and plan number 001. It reports 234 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)$14.9MReported net assets$14,945,429
Participants234
Provider compensation$66.4K3 Schedule C row(s)$66,390
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002111454NAL0008702145001
- Plan sponsor
- Homes By West Bay, LLC
- EIN
- 27-1060879
- Plan number
- 001
- Location
- Riverview, FL
- 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)$14.9M total assets
Net assets$14.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,945,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,945,429
- Employer contributions
- $809,911
- Participant contributions
- $1,751,870
- Total income / additions
- $4,725,368
- Benefits paid
- $886,644
- Administrative expenses
- $66,161
- Total expenses
- $952,805
- Net increase / (decrease)
- $3,772,563
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Private Client | ADVISOR | $36,789 | not reported in the loaded dataset |
| Oneamerica Retirement Services | RECORDKEEPER | $29,371 | not reported in the loaded dataset |
| Mg Trust Company Dba Matrix Trust C | CUSTODIAN/RECORDKEEPER | $0 | $230 |