2023 Form 5500 filing — Westcare Foundation, Inc. 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 20241015155729NAL0057098114001) for Westcare Foundation, Inc. Retirement Plan, reported by Westcare Foundation, Inc. under EIN 86-0852629 and plan number 001. It reports 1,586 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)$24.7MReported net assets$24,693,838

Participants1.6K1,586

Provider compensation$124K2 Schedule C row(s)$123,960

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015155729NAL0057098114001
Plan sponsor: Westcare Foundation, Inc.
EIN: 86-0852629
Plan number: 001
Location: Henderson, NV
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)$24.7M total assets

Net assets$24.7MLiabilities$0

Money in vs. money out

Total income / additions$6.8M

Total expenses$3.2M

Benefits paid / distributions$3.1M

Contributions

Employer$1.1M

Participant$2.3M

Full reported line items

Total assets (EOY): $24,693,838
Total liabilities (EOY): $0
Net assets (EOY): $24,693,838
Employer contributions: $1,137,236
Participant contributions: $2,264,036
Total income / additions: $6,843,375
Benefits paid: $3,097,399
Administrative expenses: $117,583
Total expenses: $3,214,982
Net increase / (decrease): $3,628,393

Schedule C

Reported service provider compensation

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

1
Royal Alliance Associates Inc.$89.9K
BROKER/DEALER · Direct $0 · Indirect $89.9K
2
Loren D. Stark Company$34K
TPA · Direct $0 · Indirect $34K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015155729NAL0057098114001 cover?: It is the 2023 Form 5500 filing for Westcare Foundation, Inc. Retirement Plan, reported by Westcare Foundation, Inc. (EIN 86-0852629).
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).