2023 Form 5500 filing — Westmont Living 401(K) 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 20240724165604NAL0013468801001) for Westmont Living 401(K) Plan, reported by Westmont Living, Inc. under EIN 26-2513782 and plan number 001. It reports 1,097 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724165604NAL0013468801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westmont Living, Inc.
- EIN
- 26-2513782
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 1,097
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,068,186
- Net assets (EOY)
- $9,068,186
- Employer contributions
- $651,367
- Participant contributions
- $2,097,374
- Total income / additions
- $4,233,633
- Benefits paid
- $955,699
- Administrative expenses
- $102,695
- Total expenses
- $1,088,829
- Net increase / (decrease)
- $3,144,804
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $41,400 | $0 |
| Nfp Retirement Inc. | INVESTMENT ADVISOR | $23,213 | $0 |
| Accelerate Investment Advisors | INVESTMENT ADVISOR | $12,556 | $0 |
| Lavine Lofgren Morris & Engelberg | AUDITOR | $9,290 | $0 |
| Nova 401(K) Associates | CONTRACT ADMIN | $4,830 | $3,576 |
| Administrative Fiduciary Services | OTHER | $8,015 | $0 |