Western Foothill Mortgage, Inc.. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Western Foothill Mortgage, 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, Western Foothill Mortgage, Inc.. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Western Foothill Mortgage, Inc.. under EIN 68-0179171 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $105,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Foothill Mortgage, Inc..
- EIN
- 68-0179171
- Plan number
- 001
- Plan type
- 2
- Location
- Placerville, CA
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $105,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20240926132351NAL0001607938001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $105,959
- Net assets (EOY)
- $105,959
- Net assets (BOY)
- $106,469
Income & contributions
- Total income / additions
- $5,015
Expenses & distributions
- Administrative expenses
- $4,530
- Total expenses
- $5,525
- Net increase / (decrease)
- -$510
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.