2023 Form 5500 filing — Homes By West Bay 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 20241002111454NAL0008702145001) for Homes By West Bay 401(K) Plan, reported by Homes By West Bay, LLC under EIN 27-1060879 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002111454NAL0008702145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Homes By West Bay, LLC
- EIN
- 27-1060879
- Plan number
- 001
- Location
- Riverview, FL
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,945,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,945,429
- Employer contributions
- $809,911
- Participant contributions
- $1,751,870
- Total income / additions
- $4,725,368
- Benefits paid
- $886,644
- Administrative expenses
- $66,161
- Total expenses
- $952,805
- Net increase / (decrease)
- $3,772,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Private Client | ADVISOR | $36,789 | not reported in the loaded dataset |
| Oneamerica Retirement Services | RECORDKEEPER | $29,371 | not reported in the loaded dataset |
| Mg Trust Company Dba Matrix Trust C | CUSTODIAN/RECORDKEEPER | $0 | $230 |