Westbrook Employee Benefit Plan — Form 5500 plan (Westbrook Sales And Distributing Corporation)

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, Westbrook Employee Benefit Plan is a benefit plan reported by Westbrook Sales And Distributing Corporation under EIN 74-1712129 and plan number 503. The latest loaded filing year is 2023. The filing reports 202 participants and $37,934 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants202Covered participants reported
Assets / participant$188Computed: assets ÷ participants$188 (computed)
Provider compensation$149.3K1 Schedule C provider row(s)$149,297
Plan sponsor
Westbrook Sales And Distributing Corporation
EIN
74-1712129
Plan number
503
Plan type
2
Location
Houston, TX
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
    202 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)$37.9K total assets
Net assets$0Liabilities$37.9K
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$1.1M
Participant$529.7K
Full reported line items

Net assets

Total assets (EOY)
$37,934
Total liabilities (EOY)
$37,934
Net assets (EOY)
$0
Net assets (BOY)
$172,742

Income & contributions

Employer contributions
$1,123,163
Participant contributions
$529,737
Total contributions
$1,652,900
Total income / additions
$1,652,900

Expenses & distributions

Benefits paid
$1,676,345
Administrative expenses
$149,297
Total expenses
$1,825,642
Net increase / (decrease)
-$172,742
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 68%Participant 32%
Benefits paid ÷ total income101%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    CONTRACT · Direct $149.3K

What to inspect next

Frequently asked questions

Who sponsors the Westbrook Employee Benefit Plan?
Westbrook Employee Benefit Plan is reported as sponsored by Westbrook Sales And Distributing Corporation (EIN 74-1712129, plan number 503) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Westbrook Employee Benefit Plan?
The latest Form 5500 filing year loaded for Westbrook Employee Benefit Plan is 2023.
How many participants does Westbrook Employee Benefit Plan report?
Westbrook Employee Benefit Plan reports 202 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Westbrook Employee Benefit Plan?
Westbrook Employee Benefit Plan reports $37,934 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