2023 Form 5500 filing — Western Composites LLC 401(K) Savings 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 20241004190201NAL0011857713001) for Western Composites LLC 401(K) Savings Plan, reported by Western Composites LLC under EIN 87-1613689 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).
- EFAST2 acknowledgement
- 20241004190201NAL0011857713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Composites LLC
- EIN
- 87-1613689
- Plan number
- 001
- Location
- Scottsdale, CA
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,289,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,289,952
- Employer contributions
- $374,119
- Participant contributions
- $212,421
- Total income / additions
- $1,135,376
- Benefits paid
- $1,018,883
- Administrative expenses
- $39,929
- Total expenses
- $1,058,812
- Net increase / (decrease)
- $76,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plexus Financial Servioces, LLC | INVESTMENT ADVISOR | $25,494 | not reported in the loaded dataset |
| Actuarial Benefits Corp | CONTRACT ADMIN | $16,582 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $10,786 | $426 |
| Cm3 Advisor | AUDITING | $10,000 | not reported in the loaded dataset |