Westpak, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Westpak, 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, Westpak, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Westpak, Inc. under EIN 77-0124169 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $11,803,243 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Westpak, Inc.
EIN
77-0124169
Plan number
001
Plan type
2
Location
San Jose, CA
Latest filing year
2023
Participants
133
End-of-year plan assets
$11,803,243

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20250815151409NAL0014537424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,803,243
Total liabilities (EOY)
$0
Net assets (EOY)
$11,803,243
Net assets (BOY)
$9,327,270

Income & contributions

Employer contributions
$312,200
Participant contributions
$714,430
Total contributions
$1,026,630
Total income / additions
$3,352,970

Expenses & distributions

Benefits paid
$847,304
Administrative expenses
$27,418
Total expenses
$876,997
Net increase / (decrease)
$2,475,973

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Woodruff Sawyer & CoINVESTMENT/FINANCIAL ADVI$25,188$02023
Adp, Inc.RECORD KEEPER$2,230$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages