Webcor Builders 401(K) Profit Sharing Plan — Form 5500 plan (Webcor Construction Lp Dba Webcor Builders)
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, Webcor Builders 401(K) Profit Sharing Plan is a benefit plan reported by Webcor Construction Lp Dba Webcor Builders under EIN 20-8399744 and plan number 001. The latest loaded filing year is 2023. The filing reports 904 participants and $119,739,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Webcor Construction Lp Dba Webcor Builders
- EIN
- 20-8399744
- Plan number
- 001
- Plan type
- 2
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 904
- End-of-year plan assets
- $119,739,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 904 | H, C | 20240830151625NAL0015038113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,739,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,739,369
- Net assets (BOY)
- $104,242,231
Income & contributions
- Employer contributions
- $3,226,029
- Participant contributions
- $6,846,160
- Total contributions
- $10,221,811
- Total income / additions
- $28,784,902
Expenses & distributions
- Benefits paid
- $13,053,390
- Administrative expenses
- $182,799
- Total expenses
- $13,287,764
- Net increase / (decrease)
- $15,497,138
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $84,888 | $0 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| Larson Allen Llp | OTHER | $26,618 | not reported in the loaded dataset | 2023 |
| Cota Street Investment Management | INVESTMENT MGMT | $11,293 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Webcor Construction Lp Dba Webcor Builders
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Larson Allen Llp — Schedule C compensation
- Cota Street Investment Management — Schedule C compensation