Westair Gases & Equipment, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Westair Gases & Equipment, 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, Westair Gases & Equipment, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Westair Gases & Equipment, Inc. under EIN 95-2673204 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $21,120,059 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Westair Gases & Equipment, Inc.
EIN
95-2673204
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
314
End-of-year plan assets
$21,120,059

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023314H, C20241014122723NAL0027264785008

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,120,059
Net assets (EOY)
$21,120,059
Net assets (BOY)
$19,504,833

Income & contributions

Employer contributions
$617,321
Participant contributions
$1,660,558
Total contributions
$2,366,590
Total income / additions
$5,171,242

Expenses & distributions

Benefits paid
$3,441,914
Administrative expenses
$93,689
Total expenses
$3,556,016
Net increase / (decrease)
$1,615,226

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$50,605$02023
Edward D Jones & CompanyINVESTMENT ADVISORY-PLAN$39,146not reported in the loaded dataset2023

Related Form 5500 pages