Amwest Funding Corp. 401(K) Plan And Trust — Form 5500 plan (Amwest Funding Corp.)
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, Amwest Funding Corp. 401(K) Plan And Trust is a benefit plan reported by Amwest Funding Corp. under EIN 95-4539084 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $11,541,523 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.5MPlan net assets, end of year$11,541,523
Participants195Covered participants reported
Assets / participant$59.2KComputed: assets ÷ participants$59,187 (computed)
Provider compensation$44.4K3 Schedule C provider row(s)$44,352
- Plan sponsor
- Amwest Funding Corp.
- EIN
- 95-4539084
- Plan number
- 001
- Plan type
- 2
- Location
- Brea, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20240911184545NAL0003852323001 |
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)$11.5M total assets
Net assets$11.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,541,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,541,523
- Net assets (BOY)
- $9,206,174
Income & contributions
- Employer contributions
- $435,433
- Participant contributions
- $972,845
- Total contributions
- $1,501,904
- Total income / additions
- $2,931,647
Expenses & distributions
- Benefits paid
- $573,958
- Administrative expenses
- $22,340
- Total expenses
- $596,298
- Net increase / (decrease)
- $2,335,349
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.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | SERVICE PROVIDER | $0 | $39,421 | 2023 |
| Economic Group Pension Services | THIRD PARTY ADMIN | $0 | $4,931 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amwest Funding Corp.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Brea, CA
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation