2023 Form 5500 filing — West-Tech Contracting, Inc. 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 20241015105616NAL0028129153001) for West-Tech Contracting, Inc. 401(K) Plan, reported by West-Tech Contracting, Inc. under EIN 33-0506018 and plan number 002. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105616NAL0028129153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West-Tech Contracting, Inc.
- EIN
- 33-0506018
- Plan number
- 002
- Location
- Escondido, CA
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,472,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,472,176
- Employer contributions
- $1,633,703
- Participant contributions
- $363,222
- Total income / additions
- $3,923,460
- Benefits paid
- $1,275,818
- Administrative expenses
- $28,450
- Total expenses
- $1,304,268
- Net increase / (decrease)
- $2,619,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar Investment Management | SERVICE PROVIDER | $8,966 | $0 |
| Ascensus | THIRD PARTY ADMINISTRATOR | $0 | $6,259 |
| Flynn & Peel Insurance Services, Ll | BROKER/DEALER | $0 | $1,667 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $1,455 |