2023 Form 5500 filing — Wps/Moody Western Profit Sharing 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 20250415015211NAL0002754369001) for Wps/Moody Western Profit Sharing 401(K) Plan, reported by Western Precooling Systems under EIN 94-2327682 and plan number 002. It reports 316 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)$22MReported net assets$22,006,550
Participants316
Provider compensation$146K5 Schedule C row(s)$146,041
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250415015211NAL0002754369001
Plan sponsor
Western Precooling Systems
EIN
94-2327682
Plan number
002
Location
Pleasanton, CA
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)$22M total assets
Net assets$22MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$2.9M
Benefits paid / distributions$2.7M
Contributions
Employer$589.6K
Participant$733.2K
Full reported line items
Total assets (EOY)
$22,006,550
Total liabilities (EOY)
$0
Net assets (EOY)
$22,006,550
Employer contributions
$589,619
Participant contributions
$733,204
Total income / additions
$5,477,045
Benefits paid
$2,712,547
Administrative expenses
$147,587
Total expenses
$2,860,134
Net increase / (decrease)
$2,616,911
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR/MGR · Direct $65.5K
  2. 2
    NONE · Direct $22.5K
  3. 3
    NONE · Direct $15.7K · Indirect $4.5K
  4. 4
    INVESTMENT ADVISOR · Direct $19.4K
  5. 5
    INVESTMENT MGMT · Direct $18.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415015211NAL0002754369001 cover?
It is the 2023 Form 5500 filing for Wps/Moody Western Profit Sharing 401(K) Plan, reported by Western Precooling Systems (EIN 94-2327682).
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).

Related Form 5500 pages