2023 Form 5500 filing — West Shore Home, LLC 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 20241015101433NAL0048790000001) for West Shore Home, LLC 401(K) Plan, reported by West Shore Home, LLC under EIN 30-0371596 and plan number 001. It reports 2,415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101433NAL0048790000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Shore Home, LLC
- EIN
- 30-0371596
- Plan number
- 001
- Location
- Mechanicsburg, PA
- Participants
- 2,415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,320,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,320,617
- Employer contributions
- $5,116,372
- Participant contributions
- $11,725,228
- Total income / additions
- $24,263,248
- Benefits paid
- $7,872,108
- Administrative expenses
- $265,526
- Total expenses
- $8,177,722
- Net increase / (decrease)
- $16,085,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $170,268 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $65,467 | not reported in the loaded dataset |
| Pa Retirement Solutions, Inc | THIRD PARTY ADMINISTRATO | $16,258 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,532 | not reported in the loaded dataset |