2023 Form 5500 filing — Wathen Castanos Homes 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 20250205131526NAL0017017696001) for Wathen Castanos Homes 401(K) Plan, reported by Wcp Developers, LLC under EIN 82-3373291 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250205131526NAL0017017696001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wcp Developers, LLC
- EIN
- 82-3373291
- Plan number
- 001
- Location
- Clovis, CA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,655,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,655,689
- Employer contributions
- $504,640
- Participant contributions
- $777,130
- Total income / additions
- $2,886,031
- Benefits paid
- $2,579,409
- Administrative expenses
- $60,652
- Total expenses
- $2,640,061
- Net increase / (decrease)
- $245,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Roush Investment LLC | ADVISOR | $33,630 | not reported in the loaded dataset |
| Aps-Pentegra | TPA | $12,637 | $18,000 |
| Nationwide | RECORDKEEPER | $11,186 | not reported in the loaded dataset |
| Active Core-Custom To Targetdate Ci | ADVISOR | $3,359 | not reported in the loaded dataset |
| Nationwide Life Insurance Company | RECORDKEEPER | $672 | not reported in the loaded dataset |