West Homestead Engineering Machine Co. 401(K) Plan — Form 5500 plan (West Homestead Eng & Machine Co.)
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, West Homestead Engineering Machine Co. 401(K) Plan is a benefit plan reported by West Homestead Eng & Machine Co. under EIN 94-1506700 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $23,616,970 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$23.6MPlan net assets, end of year$23,616,970
Participants269Covered participants reported
Assets / participant$87.8KComputed: assets ÷ participants$87,795 (computed)
Provider compensation$72.8K3 Schedule C provider row(s)$72,761
- Plan sponsor
- West Homestead Eng & Machine Co.
- EIN
- 94-1506700
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20241009103700NAL0030937632001 |
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)$23.6M total assets
Net assets$23.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $23,616,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,616,970
- Net assets (BOY)
- $20,370,667
Income & contributions
- Employer contributions
- $294,606
- Participant contributions
- $773,462
- Total contributions
- $1,498,504
- Total income / additions
- $5,451,182
Expenses & distributions
- Benefits paid
- $2,120,029
- Administrative expenses
- $71,447
- Total expenses
- $2,204,879
- Net increase / (decrease)
- $3,246,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Assured Partners Investment Advisor | NONE | $27,686 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $24,990 | $1,315 | 2023 |
| Lpl Financial | NONE | $18,770 | not reported in the loaded dataset | 2023 |