West Coast Materials, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (West Coast Materials, Inc.)
Plain-English plan 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, West Coast Materials, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by West Coast Materials, Inc. under EIN 20-5371599 and plan number 001. The latest loaded filing year is 2023. The filing reports 722 participants and $43,123,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Coast Materials, Inc.
- EIN
- 20-5371599
- Plan number
- 001
- Plan type
- 2
- Location
- Buena Park, CA
- Latest filing year
- 2023
- Participants
- 722
- End-of-year plan assets
- $43,123,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 722 | H, C | 20241014104844NAL0014791395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,123,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,123,021
- Net assets (BOY)
- $33,578,183
Income & contributions
- Employer contributions
- $1,748,995
- Participant contributions
- $3,508,776
- Total contributions
- $5,461,006
- Total income / additions
- $11,582,674
Expenses & distributions
- Benefits paid
- $1,911,560
- Administrative expenses
- $123,873
- Total expenses
- $2,037,836
- Net increase / (decrease)
- $9,544,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $82,123 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | ADVISOR | $21,000 | not reported in the loaded dataset | 2023 |
| Wright Ford Young & Co | ACCOUNTANT/AUDITOR | $13,750 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | ADVISOR | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West Coast Materials, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Buena Park, CA
- Fidelity Investments Institutional — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Wright Ford Young & Co — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation