2023 Form 5500 filing — Westwood Shipping 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 20241015165800NAL0030418769001) for Westwood Shipping 401(K) Plan, reported by Westwood Shipping Lines, Inc. under EIN 91-1132083 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165800NAL0030418769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westwood Shipping Lines, Inc.
- EIN
- 91-1132083
- Plan number
- 001
- Location
- Puyallup, WA
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,642,319
- Net assets (EOY)
- $12,642,319
- Employer contributions
- $790,836
- Participant contributions
- $922,626
- Total income / additions
- $3,789,179
- Benefits paid
- $1,163,498
- Administrative expenses
- $44,272
- Total expenses
- $1,207,770
- Net increase / (decrease)
- $2,581,409
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alera Investment Advisors | INVESTMENT ADVISORY PLAN | $30,570 | not reported in the loaded dataset |
| Transamerica Retirement Solutions, | RECORDKEEPER | $10,053 | $0 |
| Definiti, LLC | RECORDKEEPER | $3,650 | $99 |