Homes By West Bay 401(K) Plan — Form 5500 plan (Homes By West Bay, LLC)
Plain-English plan 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, Homes By West Bay 401(K) Plan is a benefit plan reported by Homes By West Bay, LLC under EIN 27-1060879 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $14,945,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Homes By West Bay, LLC
- EIN
- 27-1060879
- Plan number
- 001
- Plan type
- 2
- Location
- Riverview, FL
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $14,945,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241002111454NAL0008702145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,945,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,945,429
- Net assets (BOY)
- $11,172,866
Income & contributions
- Employer contributions
- $809,911
- Participant contributions
- $1,751,870
- Total contributions
- $2,636,538
- Total income / additions
- $4,725,368
Expenses & distributions
- Benefits paid
- $886,644
- Administrative expenses
- $66,161
- Total expenses
- $952,805
- Net increase / (decrease)
- $3,772,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Private Client | ADVISOR | $36,789 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services | RECORDKEEPER | $29,371 | not reported in the loaded dataset | 2023 |
| Mg Trust Company Dba Matrix Trust C | CUSTODIAN/RECORDKEEPER | $0 | $230 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Homes By West Bay, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Riverview, FL
- Northwestern Mutual Private Client — Schedule C compensation
- Oneamerica Retirement Services — Schedule C compensation
- Mg Trust Company Dba Matrix Trust C — Schedule C compensation