Weca Atc Retirement Plan And Trust — Form 5500 plan (Western Electrical Contractors Association, 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, Weca Atc Retirement Plan And Trust is a benefit plan reported by Western Electrical Contractors Association, Inc. under EIN 94-0453910 and plan number 333. The latest loaded filing year is 2023. The filing reports 984 participants and $16,272,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Electrical Contractors Association, Inc.
- EIN
- 94-0453910
- Plan number
- 333
- Plan type
- 3
- Location
- Mather, CA
- Latest filing year
- 2023
- Participants
- 984
- End-of-year plan assets
- $16,272,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 984 | H, C | 20250313175035NAL0012989267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,272,304
- Total liabilities (EOY)
- $25,147
- Net assets (EOY)
- $16,247,157
- Net assets (BOY)
- $12,870,945
Income & contributions
- Employer contributions
- $4,612,111
- Total contributions
- $4,612,111
- Total income / additions
- $6,588,803
Expenses & distributions
- Benefits paid
- $3,049,844
- Administrative expenses
- $162,747
- Total expenses
- $3,212,591
- Net increase / (decrease)
- $3,376,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC Captrust | INVESTMENT ADVISOR | $66,670 | not reported in the loaded dataset | 2023 |
| Benefit Resources, Inc. | CONTRACT ADMINISTRATOR | $34,452 | not reported in the loaded dataset | 2023 |
| Western Electrical Contractors Asso | CONTRACT ADMINISTRATOR | $23,871 | not reported in the loaded dataset | 2023 |
| Gilbert Associates | AUDITOR | $17,664 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Electrical Contractors Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Mather, CA
- Capfinancial Partners LLC Captrust — Schedule C compensation
- Benefit Resources, Inc. — Schedule C compensation
- Western Electrical Contractors Asso — Schedule C compensation
- Gilbert Associates — Schedule C compensation