2023 Form 5500 filing — Westin Homes And Properties Lp 401(K) Profit Sharing 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 20241009091532NAL0037344610001) for Westin Homes And Properties Lp 401(K) Profit Sharing Plan And Trust, reported by Westin Homes And Properties Lp under EIN 20-0286051 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.7MReported net assets$8,735,799
Participants159
Provider compensation$25.2K1 Schedule C row(s)$25,248
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009091532NAL0037344610001
Plan sponsor
Westin Homes And Properties Lp
EIN
20-0286051
Plan number
001
Location
Sugar Land, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.7M total assets
Net assets$8.7MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$537.1K
Benefits paid / distributions$510.6K
Contributions
EmployerNot reported
Participant$1.4M
Full reported line items
Total assets (EOY)
$8,735,799
Total liabilities (EOY)
$0
Net assets (EOY)
$8,735,799
Participant contributions
$1,367,541
Total income / additions
$2,575,521
Benefits paid
$510,640
Administrative expenses
$25,249
Total expenses
$537,055
Net increase / (decrease)
$2,038,466
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $25.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009091532NAL0037344610001 cover?
It is the 2023 Form 5500 filing for Westin Homes And Properties Lp 401(K) Profit Sharing Plan And Trust, reported by Westin Homes And Properties Lp (EIN 20-0286051).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages