2023 Form 5500 filing — Westco Closet 401(K) Retirement 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 20241011115522NAL0012448115001) for Westco Closet 401(K) Retirement Plan, reported by Westco Closet Corp. Dba California Closet Co under EIN 13-3799987 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011115522NAL0012448115001
Filing year
2023
Form type
2
Plan sponsor
Westco Closet Corp. Dba California Closet Co
EIN
13-3799987
Plan number
001
Location
Hawthorne, NY
Participants
192
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,616,218
Total liabilities (EOY)
$0
Net assets (EOY)
$14,616,218
Employer contributions
$162,738
Participant contributions
$959,652
Total income / additions
$3,379,591
Benefits paid
$470,643
Administrative expenses
$1,301
Total expenses
$471,944
Net increase / (decrease)
$2,907,647
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Kestra Investment Services LLCOTHER SERVICES$0$1,532
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$1,301$0

Related Form 5500 pages