2023 Form 5500 filing — Westfield, LLC 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 20241015151744NAL0028904225001) for Westfield, LLC 401(K) Plan, reported by Westfield, LLC under EIN 95-4428920 and plan number 001. It reports 1,396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151744NAL0028904225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westfield, LLC
- EIN
- 95-4428920
- Plan number
- 001
- Location
- Century City, CA
- Participants
- 1,396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $217,340,204
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $217,340,204
- Employer contributions
- $3,123,824
- Participant contributions
- $5,586,066
- Total income / additions
- $48,500,500
- Benefits paid
- $28,392,911
- Administrative expenses
- -$41,850
- Total expenses
- $28,370,860
- Net increase / (decrease)
- $20,129,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Verus Advisory, Inc | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $57,517 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$159,367 | $0 |