Westin Homes And Properties Lp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Westin Homes And Properties Lp (EIN 20-0286051) is a plan sponsor located in Sugar Land, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-0286051
Location
Sugar Land, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Westin Homes And Properties Lp

  • 2 loaded plans hold $8.7M in reported assets.
  • The largest, Westin Homes And Properties Lp 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 296 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.7MSummed across loaded plans$8,735,799
Total reported assets$8.7M$8,735,799
Total reported participants296
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.7M total assets
Net assets$8.7MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$1.4M
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$510.6K
Total expenses$537.1K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Westin Homes And Properties Lp 401(K) Profit Sharing Plan And Trust
Participants per plan148Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
    Plan #501 · 137 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Westin Homes And Properties Lp. Open one for its full reported snapshot.

  1. 2023
    Westin Homes And Properties Lp 401(K) Profit Sharing Plan And Trust159 participants · 2Sch HSch C
    View filing →
  2. 2023
    Westin Homes And Properties, Lp Welfare Benefit Plan137 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Westin Homes And Properties Lp report on Form 5500?
Westin Homes And Properties Lp (EIN 20-0286051) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Westin Homes And Properties Lp?
The Employer Identification Number (EIN) reported for Westin Homes And Properties Lp is 20-0286051.
What is the latest Form 5500 filing year for Westin Homes And Properties Lp?
The latest loaded Form 5500 filing year for Westin Homes And Properties Lp is 2023.

Related Form 5500 pages