Westmont Living 401(K) Plan — Form 5500 plan (Westmont Living, 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, Westmont Living 401(K) Plan is a benefit plan reported by Westmont Living, Inc. under EIN 26-2513782 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,097 participants and $9,068,186 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westmont Living, Inc.
- EIN
- 26-2513782
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 1,097
- End-of-year plan assets
- $9,068,186
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,097 | H, C | 20240724165604NAL0013468801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,068,186
- Net assets (EOY)
- $9,068,186
- Net assets (BOY)
- $5,923,382
Income & contributions
- Employer contributions
- $651,367
- Participant contributions
- $2,097,374
- Total contributions
- $3,073,130
- Total income / additions
- $4,233,633
Expenses & distributions
- Benefits paid
- $955,699
- Administrative expenses
- $102,695
- Total expenses
- $1,088,829
- Net increase / (decrease)
- $3,144,804
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $41,400 | $0 | 2023 |
| Nfp Retirement Inc. | INVESTMENT ADVISOR | $23,213 | $0 | 2023 |
| Accelerate Investment Advisors | INVESTMENT ADVISOR | $12,556 | $0 | 2023 |
| Lavine Lofgren Morris & Engelberg | AUDITOR | $9,290 | $0 | 2023 |
| Nova 401(K) Associates | CONTRACT ADMIN | $4,830 | $3,576 | 2023 |
| Administrative Fiduciary Services | OTHER | $8,015 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Westmont Living, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Nfp Retirement Inc. — Schedule C compensation
- Accelerate Investment Advisors — Schedule C compensation
- Lavine Lofgren Morris & Engelberg — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Administrative Fiduciary Services — Schedule C compensation