West Shore Home, LLC 401(K) Plan — Form 5500 plan (West Shore Home, 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, West Shore Home, LLC 401(K) Plan is a benefit plan reported by West Shore Home, LLC under EIN 30-0371596 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,415 participants and $43,320,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Shore Home, LLC
- EIN
- 30-0371596
- Plan number
- 001
- Plan type
- 2
- Location
- Mechanicsburg, PA
- Latest filing year
- 2023
- Participants
- 2,415
- End-of-year plan assets
- $43,320,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,415 | H, C | 20241015101433NAL0048790000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,320,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,320,617
- Net assets (BOY)
- $27,235,091
Income & contributions
- Employer contributions
- $5,116,372
- Participant contributions
- $11,725,228
- Total contributions
- $18,302,877
- Total income / additions
- $24,263,248
Expenses & distributions
- Benefits paid
- $7,872,108
- Administrative expenses
- $265,526
- Total expenses
- $8,177,722
- Net increase / (decrease)
- $16,085,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $170,268 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $65,467 | not reported in the loaded dataset | 2023 |
| Pa Retirement Solutions, Inc | THIRD PARTY ADMINISTRATO | $16,258 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,532 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West Shore Home, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Mechanicsburg, PA
- Empower Annuity Insurance Co — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Pa Retirement Solutions, Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation