2023 Form 5500 filing — Westover Property Management Company Lp Retirement 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 20241015094704NAL0029170929001) for Westover Property Management Company Lp Retirement Plan, reported by Westover Property Management Com under EIN 47-2292654 and plan number 001. It reports 427 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)$10.4MReported net assets$10,378,605
Participants427
Provider compensation$6K1 Schedule C row(s)$5,954
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015094704NAL0029170929001
Plan sponsor
Westover Property Management Com
EIN
47-2292654
Plan number
001
Location
King Of Prussia, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$10.4M total assets
Net assets$10.4MLiabilities$7.9K
Money in vs. money out
Total income / additions$3.1M
Total expenses$244.2K
Benefits paid / distributions$233K
Contributions
Employer$485.9K
Participant$959K
Full reported line items
Total assets (EOY)
$10,386,542
Total liabilities (EOY)
$7,937
Net assets (EOY)
$10,378,605
Employer contributions
$485,855
Participant contributions
$959,026
Total income / additions
$3,119,776
Benefits paid
$233,042
Administrative expenses
$11,154
Total expenses
$244,196
Net increase / (decrease)
$2,875,580
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015094704NAL0029170929001 cover?
It is the 2023 Form 5500 filing for Westover Property Management Company Lp Retirement Plan, reported by Westover Property Management Com (EIN 47-2292654).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages