Plan5500

Westover Property Management Company Lp Retirement Plan — Form 5500 plan (Westover Property Management Com)

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, Westover Property Management Company Lp Retirement Plan is a benefit plan reported by Westover Property Management Com under EIN 47-2292654 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $10,386,542 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.4MPlan net assets, end of year$10,378,605
Participants427Covered participants reported
Assets / participant$24.3KComputed: assets ÷ participants$24,324 (computed)
Provider compensation$6K1 Schedule C provider row(s)$5,954
Plan sponsor
Westover Property Management Com
EIN
47-2292654
Plan number
001
Plan type
2
Location
King Of Prussia, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    427 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.4M total assets
Net assets$10.4MLiabilities$7.9K
Money in vs. money out
Total income / additions$3.1M
Total expenses$244.2K
Benefits paid / distributions$233K
Contributions
Employer$485.9K
Participant$959K
Full reported line items

Net assets

Total assets (EOY)
$10,386,542
Total liabilities (EOY)
$7,937
Net assets (EOY)
$10,378,605
Net assets (BOY)
$7,503,025

Income & contributions

Employer contributions
$485,855
Participant contributions
$959,026
Total contributions
$1,604,493
Total income / additions
$3,119,776

Expenses & distributions

Benefits paid
$233,042
Administrative expenses
$11,154
Total expenses
$244,196
Net increase / (decrease)
$2,875,580
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    John Hancock Life Insurance Company$6K
    RECORDKEEPER · Direct $6K

What to inspect next

Frequently asked questions

Who sponsors the Westover Property Management Company Lp Retirement Plan?
Westover Property Management Company Lp Retirement Plan is reported as sponsored by Westover Property Management Com (EIN 47-2292654, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Westover Property Management Company Lp Retirement Plan?
The latest Form 5500 filing year loaded for Westover Property Management Company Lp Retirement Plan is 2023.
How many participants does Westover Property Management Company Lp Retirement Plan report?
Westover Property Management Company Lp Retirement Plan reports 427 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Westover Property Management Company Lp Retirement Plan?
Westover Property Management Company Lp Retirement Plan reports $10,386,542 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages