2023 Form 5500 filing — West Coast Turf 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722051521NAL0005606467001) for West Coast Turf 401(K) Profit Sharing Plan, reported by West Coast Turf under EIN 33-0424659 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722051521NAL0005606467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Coast Turf
- EIN
- 33-0424659
- Plan number
- 001
- Location
- Palm Desert, CA
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,233,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,233,021
- Employer contributions
- $517,265
- Participant contributions
- $848,021
- Total income / additions
- $3,512,581
- Benefits paid
- $1,146,996
- Administrative expenses
- $62,666
- Total expenses
- $1,211,116
- Net increase / (decrease)
- $2,301,465
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT/FINANCIAL ADVI | $35,215 | $0 |
| Adp, Inc. | RECORD KEEPER | $27,449 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |