2023 Form 5500 filing — Westmont College Defined Contribution 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 20241015192525NAL0017108515001) for Westmont College Defined Contribution Retirement Plan, reported by Westmont College under EIN 95-1684793 and plan number 001. It reports 473 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015192525NAL0017108515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westmont College
- EIN
- 95-1684793
- Plan number
- 001
- Location
- Santa Barbara, CA
- Participants
- 473
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,339,469
- Net assets (EOY)
- $76,339,469
- Employer contributions
- $1,543,939
- Participant contributions
- $1,849,490
- Total income / additions
- $15,550,027
- Benefits paid
- $9,575,825
- Administrative expenses
- $93,084
- Total expenses
- $9,668,909
- Net increase / (decrease)
- $5,881,118
- Schedule source
- Schedule H