2023 Form 5500 filing — Amwest Funding Corp. 401(K) Plan And Trust
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 20240911184545NAL0003852323001) for Amwest Funding Corp. 401(K) Plan And Trust, reported by Amwest Funding Corp. under EIN 95-4539084 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911184545NAL0003852323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amwest Funding Corp.
- EIN
- 95-4539084
- Plan number
- 001
- Location
- Brea, CA
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,541,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,541,523
- Employer contributions
- $435,433
- Participant contributions
- $972,845
- Total income / additions
- $2,931,647
- Benefits paid
- $573,958
- Administrative expenses
- $22,340
- Total expenses
- $596,298
- Net increase / (decrease)
- $2,335,349
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | SERVICE PROVIDER | $0 | $39,421 |
| Economic Group Pension Services | THIRD PARTY ADMIN | $0 | $4,931 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |