2023 Form 5500 filing — West Homestead Engineering Machine Co. 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 20241009103700NAL0030937632001) for West Homestead Engineering Machine Co. 401(K) Plan, reported by West Homestead Eng & Machine Co. under EIN 94-1506700 and plan number 001. It reports 269 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)$23.6MReported net assets$23,616,970
Participants269
Provider compensation$72.8K3 Schedule C row(s)$72,761
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009103700NAL0030937632001
- Plan sponsor
- West Homestead Eng & Machine Co.
- EIN
- 94-1506700
- Plan number
- 001
- Location
- Pittsburgh, PA
- 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)$23.6M total assets
Net assets$23.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $23,616,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,616,970
- Employer contributions
- $294,606
- Participant contributions
- $773,462
- Total income / additions
- $5,451,182
- Benefits paid
- $2,120,029
- Administrative expenses
- $71,447
- Total expenses
- $2,204,879
- Net increase / (decrease)
- $3,246,303
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Assured Partners Investment Advisor | NONE | $27,686 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $24,990 | $1,315 |
| Lpl Financial | NONE | $18,770 | not reported in the loaded dataset |