West-Mark Retirement Plan — Form 5500 plan (Certified Stainless Services, Inc. Dba West-Mark)
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-Mark Retirement Plan is a benefit plan reported by Certified Stainless Services, Inc. Dba West-Mark under EIN 94-1683335 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $10,329,860 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.3MPlan net assets, end of year$10,329,860
Participants262Covered participants reported
Assets / participant$39.4KComputed: assets ÷ participants$39,427 (computed)
Provider compensation$81.2K2 Schedule C provider row(s)$81,231
- Plan sponsor
- Certified Stainless Services, Inc. Dba West-Mark
- EIN
- 94-1683335
- Plan number
- 001
- Plan type
- 2
- Location
- Ceres, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20240729123126NAL0029739296001 |
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)$10.3M total assets
Net assets$10.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,329,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,329,860
- Net assets (BOY)
- $10,755,102
Income & contributions
- Employer contributions
- $251,394
- Participant contributions
- $692,319
- Total contributions
- $980,992
- Total income / additions
- $2,350,767
Expenses & distributions
- Benefits paid
- $2,720,417
- Administrative expenses
- $55,592
- Total expenses
- $2,776,009
- Net increase / (decrease)
- -$425,242
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets27%Computed ratio
Benefits paid ÷ total income116%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,646 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $25,585 | 2023 |