2023 Form 5500 filing — Employee 401(K) Savings 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 20240925155752NAL0025834272001) for Employee 401(K) Savings Plan, reported by Western Cnc, Inc. under EIN 95-3557222 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925155752NAL0025834272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Cnc, Inc.
- EIN
- 95-3557222
- Plan number
- 001
- Location
- Vista, CA
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,361,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,361,262
- Employer contributions
- $160,140
- Participant contributions
- $440,717
- Total income / additions
- $1,483,550
- Benefits paid
- $300,142
- Administrative expenses
- $45,307
- Total expenses
- $347,306
- Net increase / (decrease)
- $1,136,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,807 | $0 |
| Securities America Advisors | INVESTMENT ADVISORY | $0 | $13,736 |
| Filipovitch & Co | ACCOUNTANT | $8,500 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |