2023 Form 5500 filing — Westwood Holdings Group, Inc. 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 20241010151901NAL0011651907001) for Westwood Holdings Group, Inc. Savings Plan, reported by Westwood Holdings Group, Inc. under EIN 75-2969997 and plan number 001. It reports 223 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)$48.2MReported net assets$48,188,118
Participants223
Provider compensation$64.9K4 Schedule C row(s)$64,883
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010151901NAL0011651907001
- Plan sponsor
- Westwood Holdings Group, Inc.
- EIN
- 75-2969997
- Plan number
- 001
- Location
- Dallas, TX
- 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)$48.2M total assets
Net assets$48.2MLiabilities$935
Full reported line items
- Total assets (EOY)
- $48,189,053
- Total liabilities (EOY)
- $935
- Net assets (EOY)
- $48,188,118
- Employer contributions
- $1,579,027
- Participant contributions
- $2,289,274
- Total income / additions
- $11,021,753
- Benefits paid
- $8,210,038
- Administrative expenses
- $37,175
- Total expenses
- $8,247,213
- Net increase / (decrease)
- $2,774,540
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Westwood Trust | CUSTODIAN | $32,183 | $0 |
| Bok Financial Asset Management, Inc | TPA | $3,631 | $15,523 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $13,444 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $102 | not reported in the loaded dataset |