2023 Form 5500 filing — Westport 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 20241227105953NAL0008442563001) for Westport Retirement Plan, reported by Westport, L.L.C. under EIN 46-5463541 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241227105953NAL0008442563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westport, L.L.C.
- EIN
- 46-5463541
- Plan number
- 001
- Location
- Cut Off, LA
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,331,061
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,331,061
- Participant contributions
- $394,852
- Total income / additions
- $1,940,484
- Benefits paid
- $960,852
- Administrative expenses
- $11,982
- Total expenses
- $972,834
- Net increase / (decrease)
- $967,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $6,482 | $0 |
| Regions Bank | NONE | $5,500 | not reported in the loaded dataset |
| Matrix Trust Company | TRUSTEE | $0 | $0 |
| Mscs Fs Div Of Broadridge Bpo, LLC | TRUSTEE | $0 | $0 |