West Coast Financial Group, Inc. 401(K) Plan — Form 5500 plan (West Coast Financial Group, Inc.)
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 Coast Financial Group, Inc. 401(K) Plan is a benefit plan reported by West Coast Financial Group, Inc. under EIN 59-2608981 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $3,590,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Coast Financial Group, Inc.
- EIN
- 59-2608981
- Plan number
- 001
- Plan type
- 2
- Location
- Lutz, FL
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $3,590,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20240711160839NAL0033668626001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,590,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,590,609
- Net assets (BOY)
- $3,023,625
Income & contributions
- Employer contributions
- $23,942
- Participant contributions
- $135,474
- Total income / additions
- $569,772
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,788
- Total expenses
- $2,788
- Net increase / (decrease)
- $566,984
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.