2023 Form 5500 filing — Westair Gases & Equipment, Inc. Profit Sharing 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 20241014122723NAL0027264785008) for Westair Gases & Equipment, Inc. Profit Sharing 401(K) Plan, reported by Westair Gases & Equipment, Inc. under EIN 95-2673204 and plan number 001. It reports 314 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)$21.1MReported net assets$21,120,059
Participants314
Provider compensation$89.8K2 Schedule C row(s)$89,751
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014122723NAL0027264785008
- Plan sponsor
- Westair Gases & Equipment, Inc.
- EIN
- 95-2673204
- Plan number
- 001
- Location
- San Diego, CA
- 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)$21.1M total assets
Net assets$21.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $21,120,059
- Net assets (EOY)
- $21,120,059
- Employer contributions
- $617,321
- Participant contributions
- $1,660,558
- Total income / additions
- $5,171,242
- Benefits paid
- $3,441,914
- Administrative expenses
- $93,689
- Total expenses
- $3,556,016
- Net increase / (decrease)
- $1,615,226
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $50,605 | $0 |
| Edward D Jones & Company | INVESTMENT ADVISORY-PLAN | $39,146 | not reported in the loaded dataset |