2023 Form 5500 filing — Weca Atc Retirement Plan And Trust
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 20250313175035NAL0012989267001) for Weca Atc Retirement Plan And Trust, reported by Western Electrical Contractors Association, Inc. under EIN 94-0453910 and plan number 333. It reports 984 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313175035NAL0012989267001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Western Electrical Contractors Association, Inc.
- EIN
- 94-0453910
- Plan number
- 333
- Location
- Mather, CA
- Participants
- 984
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,272,304
- Total liabilities (EOY)
- $25,147
- Net assets (EOY)
- $16,247,157
- Employer contributions
- $4,612,111
- Total income / additions
- $6,588,803
- Benefits paid
- $3,049,844
- Administrative expenses
- $162,747
- Total expenses
- $3,212,591
- Net increase / (decrease)
- $3,376,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC Captrust | INVESTMENT ADVISOR | $66,670 | not reported in the loaded dataset |
| Benefit Resources, Inc. | CONTRACT ADMINISTRATOR | $34,452 | not reported in the loaded dataset |
| Western Electrical Contractors Asso | CONTRACT ADMINISTRATOR | $23,871 | not reported in the loaded dataset |
| Gilbert Associates | AUDITOR | $17,664 | not reported in the loaded dataset |