2023 Form 5500 filing — West Coast Services LLC 401(K) Profit Sharing Plan & 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 20241018183530NAL0033115713001) for West Coast Services LLC 401(K) Profit Sharing Plan & Trust, reported by West Coast Services LLC under EIN 95-4669051 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).
- EFAST2 acknowledgement
- 20241018183530NAL0033115713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Coast Services LLC
- EIN
- 95-4669051
- Plan number
- 001
- Location
- San Dimas, CA
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,342,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,342,441
- Employer contributions
- $52,851
- Participant contributions
- $204,135
- Total income / additions
- $590,231
- Benefits paid
- $54,794
- Administrative expenses
- $19,009
- Total expenses
- $74,010
- Net increase / (decrease)
- $516,221
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $11,230 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $7,536 | not reported in the loaded dataset |