2023 Form 5500 filing — West Point 401k 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 20240905091111NAL0021361953001) for West Point 401k Plan, reported by River Oaks L-M, Inc. Dba West Point under EIN 76-0005639 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905091111NAL0021361953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- River Oaks L-M, Inc. Dba West Point
- EIN
- 76-0005639
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $44,684
- Participant contributions
- $446,845
- Total income / additions
- $1,873,516
- Benefits paid
- $2,015,805
- Administrative expenses
- $6,552
- Total expenses
- $2,022,357
- Net increase / (decrease)
- -$148,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services Ad | SERVICE PROVIDER | $0 | $25,167 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $4,952 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $1,600 | $0 |