Wathen Castanos Homes 401(K) Plan — Form 5500 plan (Wcp Developers, LLC)
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, Wathen Castanos Homes 401(K) Plan is a benefit plan reported by Wcp Developers, LLC under EIN 82-3373291 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $7,655,689 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wcp Developers, LLC
- EIN
- 82-3373291
- Plan number
- 001
- Plan type
- 2
- Location
- Clovis, CA
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $7,655,689
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20250205131526NAL0017017696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,655,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,655,689
- Net assets (BOY)
- $7,409,719
Income & contributions
- Employer contributions
- $504,640
- Participant contributions
- $777,130
- Total contributions
- $1,631,356
- Total income / additions
- $2,886,031
Expenses & distributions
- Benefits paid
- $2,579,409
- Administrative expenses
- $60,652
- Total expenses
- $2,640,061
- Net increase / (decrease)
- $245,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Roush Investment LLC | ADVISOR | $33,630 | not reported in the loaded dataset | 2023 |
| Aps-Pentegra | TPA | $12,637 | $18,000 | 2023 |
| Nationwide | RECORDKEEPER | $11,186 | not reported in the loaded dataset | 2023 |
| Active Core-Custom To Targetdate Ci | ADVISOR | $3,359 | not reported in the loaded dataset | 2023 |
| Nationwide Life Insurance Company | RECORDKEEPER | $672 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wcp Developers, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Clovis, CA
- Roush Investment LLC — Schedule C compensation
- Aps-Pentegra — Schedule C compensation
- Nationwide — Schedule C compensation
- Active Core-Custom To Targetdate Ci — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation