2023 Form 5500 filing — Wps/Moody Western Profit Sharing 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 20250415015211NAL0002754369001) for Wps/Moody Western Profit Sharing 401(K) Plan, reported by Western Precooling Systems under EIN 94-2327682 and plan number 002. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415015211NAL0002754369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Precooling Systems
- EIN
- 94-2327682
- Plan number
- 002
- Location
- Pleasanton, CA
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,006,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,006,550
- Employer contributions
- $589,619
- Participant contributions
- $733,204
- Total income / additions
- $5,477,045
- Benefits paid
- $2,712,547
- Administrative expenses
- $147,587
- Total expenses
- $2,860,134
- Net increase / (decrease)
- $2,616,911
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cerity Partners LLC | INVESTMENT ADVISOR/MGR | $65,501 | not reported in the loaded dataset |
| Ris Employee Benefits Inc | NONE | $22,473 | not reported in the loaded dataset |
| Newport Group, Inc. | NONE | $15,650 | $4,495 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $19,386 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $18,536 | not reported in the loaded dataset |