Westamerica Bancorporation Tax Deferred Savings/ Retirement Plan (Esop) — Form 5500 plan (Westamerica Bancorporation)
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, Westamerica Bancorporation Tax Deferred Savings/ Retirement Plan (Esop) is a benefit plan reported by Westamerica Bancorporation under EIN 94-2156203 and plan number 002. The latest loaded filing year is 2023. The filing reports 912 participants and $61,362,647 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westamerica Bancorporation
- EIN
- 94-2156203
- Plan number
- 002
- Plan type
- 2
- Location
- Fairfield, CA
- Latest filing year
- 2023
- Participants
- 912
- End-of-year plan assets
- $61,362,647
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 912 | H, C | 20240731150729NAL0012804483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,362,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,362,647
- Net assets (BOY)
- $54,922,383
Income & contributions
- Employer contributions
- $867,755
- Participant contributions
- $1,474,366
- Total contributions
- $2,381,063
- Total income / additions
- $9,541,268
Expenses & distributions
- Benefits paid
- $3,063,393
- Administrative expenses
- $27,948
- Total expenses
- $3,101,004
- Net increase / (decrease)
- $6,440,264
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $29,678 | $0 | 2023 |