2023 Form 5500 filing — Webcor Builders 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 20240830151625NAL0015038113001) for Webcor Builders 401(K) Profit Sharing Plan, reported by Webcor Construction Lp Dba Webcor Builders under EIN 20-8399744 and plan number 001. It reports 904 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830151625NAL0015038113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Webcor Construction Lp Dba Webcor Builders
- EIN
- 20-8399744
- Plan number
- 001
- Location
- Alameda, CA
- Participants
- 904
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,739,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,739,369
- Employer contributions
- $3,226,029
- Participant contributions
- $6,846,160
- Total income / additions
- $28,784,902
- Benefits paid
- $13,053,390
- Administrative expenses
- $182,799
- Total expenses
- $13,287,764
- Net increase / (decrease)
- $15,497,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $84,888 | $0 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset |
| Larson Allen Llp | OTHER | $26,618 | not reported in the loaded dataset |
| Cota Street Investment Management | INVESTMENT MGMT | $11,293 | not reported in the loaded dataset |