2023 Form 5500 filing — West Coast Materials, Inc. 401(K) Profit Sharing 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 20241014104844NAL0014791395001) for West Coast Materials, Inc. 401(K) Profit Sharing Plan, reported by West Coast Materials, Inc. under EIN 20-5371599 and plan number 001. It reports 722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104844NAL0014791395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Coast Materials, Inc.
- EIN
- 20-5371599
- Plan number
- 001
- Location
- Buena Park, CA
- Participants
- 722
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,123,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,123,021
- Employer contributions
- $1,748,995
- Participant contributions
- $3,508,776
- Total income / additions
- $11,582,674
- Benefits paid
- $1,911,560
- Administrative expenses
- $123,873
- Total expenses
- $2,037,836
- Net increase / (decrease)
- $9,544,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $82,123 | not reported in the loaded dataset |
| Nfp Retirement Inc | ADVISOR | $21,000 | not reported in the loaded dataset |
| Wright Ford Young & Co | ACCOUNTANT/AUDITOR | $13,750 | not reported in the loaded dataset |
| Global Retirement Partners LLC | ADVISOR | $7,000 | not reported in the loaded dataset |