Amwest Funding Corp. — 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, Amwest Funding Corp. (EIN 95-4539084) is a plan sponsor located in Brea, CA with 1 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
95-4539084
Location
Brea, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,541,523
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,541,523

Contributions & income

Employer contributions
$435,433
Participant contributions
$972,845
Total income / additions
$2,931,647

Expenses & distributions

Benefits paid / distributions
$573,958
Total expenses
$596,298
Net increase / (decrease)
$2,335,349

Coverage

Total reported participants
336
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Amwest Funding Corp. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Amwest Funding Corp. 401(K) Plan And Trust001195$11,541,5232023
Amwest Funding Welfare Plan501141not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Amwest Funding Corp.
YearPlanParticipantsSchedulesFiling
2023Amwest Funding Welfare Plan14120240906134622NAL0000727315001
2023Amwest Funding Corp. 401(K) Plan And Trust195H, C20240911184545NAL0003852323001

Related Form 5500 pages