2023 Form 5500 filing — Westlake 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 20241014155558NAL0026642305001) for Westlake Savings Plan, reported by Westlake Management Services, Inc. under EIN 76-0321065 and plan number 004. It reports 12,797 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155558NAL0026642305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westlake Management Services, Inc.
- EIN
- 76-0321065
- Plan number
- 004
- Location
- Houston, TX
- Participants
- 12,797
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,772,659,922
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,772,659,922
- Employer contributions
- $91,854,910
- Participant contributions
- $73,130,486
- Total income / additions
- $429,393,560
- Benefits paid
- $135,788,503
- Administrative expenses
- $1,395,255
- Total expenses
- $137,166,498
- Net increase / (decrease)
- $292,227,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $777,187 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $652,057 | $0 |
| Lcg Associates | NONE | $29,000 | not reported in the loaded dataset |
| Gary A Nagler Pllc | NONE | $18,910 | not reported in the loaded dataset |