Westlake Services Holding Company Employee Stock Ownership Plan — Form 5500 plan (Westlake Services Holding Company)
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, Westlake Services Holding Company Employee Stock Ownership Plan is a benefit plan reported by Westlake Services Holding Company under EIN 61-1636987 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,120 participants and $494,100,630 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westlake Services Holding Company
- EIN
- 61-1636987
- Plan number
- 002
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 2,120
- End-of-year plan assets
- $494,100,630
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,120 | H, C | 20240916152923NAL0004297698001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $494,100,630
- Total liabilities (EOY)
- $9,641
- Net assets (EOY)
- $494,090,989
- Net assets (BOY)
- $506,126,378
Income & contributions
- Employer contributions
- $4,474,642
- Participant contributions
- $10,915,187
- Total contributions
- $15,389,829
- Total income / additions
- $31,724,787
Expenses & distributions
- Benefits paid
- $43,476,921
- Administrative expenses
- $283,255
- Total expenses
- $43,760,176
- Net increase / (decrease)
- -$12,035,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal | PLAN ADMINISTRATOR | $125,877 | not reported in the loaded dataset | 2023 |
| Steven & Lee | LEGAL | $99,012 | not reported in the loaded dataset | 2023 |
| Kobayashi & Company | ACCOUNTANT | $45,000 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius, Llp | LEGAL | $25,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Westlake Services Holding Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Principal — Schedule C compensation
- Steven & Lee — Schedule C compensation
- Kobayashi & Company — Schedule C compensation
- Morgan Lewis & Bockius, Llp — Schedule C compensation