Westshore Holdings Retirement Plan — Form 5500 plan (Westshore Holdings, 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, Westshore Holdings Retirement Plan is a benefit plan reported by Westshore Holdings, Inc. under EIN 82-0634312 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $698,340 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westshore Holdings, Inc.
- EIN
- 82-0634312
- Plan number
- 001
- Plan type
- 2
- Location
- Mayfield Heights, OH
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $698,340
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240926101459NAL0000296483001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $698,340
- Net assets (EOY)
- $698,340
- Net assets (BOY)
- $726,437
Income & contributions
- Total income / additions
- -$28,097
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$28,097
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.