2023 Form 5500 filing — Westmoor Manufacturing Company Profit Sharing Plan And 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 20250411151355NAL0026367361001) for Westmoor Manufacturing Company Profit Sharing Plan And Trust, reported by Westmoor Manufacturing Company under EIN 47-0410162 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250411151355NAL0026367361001
Filing year
2023
Form type
2
Plan sponsor
Westmoor Manufacturing Company
EIN
47-0410162
Plan number
001
Location
Fort Worth, TX
Participants
172
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,888,335
Total liabilities (EOY)
$0
Net assets (EOY)
$8,888,335
Employer contributions
$82,381
Participant contributions
$296,012
Total income / additions
$2,225,963
Benefits paid
$2,081,537
Administrative expenses
$20,823
Total expenses
$2,102,360
Net increase / (decrease)
$123,603
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$14,331not reported in the loaded dataset
Stadion Money ManagementSERVICE PROVIDER$4,918not reported in the loaded dataset
The Rose Financial Group, LLCTPA$1,575not reported in the loaded dataset

Related Form 5500 pages