2023 Form 5500 filing — Westpak Employee Stock Ownership 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 20260413160026NAL0020638099001) for Westpak Employee Stock Ownership Plan, reported by Westpak, Inc. under EIN 77-0124169 and plan number 002. It reports 98 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.5MReported net assets$13,497,552
Participants98
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20260413160026NAL0020638099001
Plan sponsor
Westpak, Inc.
EIN
77-0124169
Plan number
002
Location
San Jose, CA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.3M total assets
Net assets$13.5MLiabilities$817.2K
Money in vs. money out
Total income / additions$549.7K
Total expenses$346.9K
Benefits paid / distributions$318.1K
Contributions
Employer$408.4K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$14,314,779
Total liabilities (EOY)
$817,227
Net assets (EOY)
$13,497,552
Employer contributions
$408,380
Total income / additions
$549,678
Benefits paid
$318,075
Total expenses
$346,862
Net increase / (decrease)
$202,816

Related Form 5500 pages