West Coast Turf 401(K) Profit Sharing Plan — Form 5500 plan (West Coast Turf)
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 Turf 401(K) Profit Sharing Plan is a benefit plan reported by West Coast Turf under EIN 33-0424659 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $16,233,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Coast Turf
- EIN
- 33-0424659
- Plan number
- 001
- Plan type
- 2
- Location
- Palm Desert, CA
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $16,233,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20240722051521NAL0005606467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,233,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,233,021
- Net assets (BOY)
- $13,931,556
Income & contributions
- Employer contributions
- $517,265
- Participant contributions
- $848,021
- Total contributions
- $1,365,286
- Total income / additions
- $3,512,581
Expenses & distributions
- Benefits paid
- $1,146,996
- Administrative expenses
- $62,666
- Total expenses
- $1,211,116
- Net increase / (decrease)
- $2,301,465
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT/FINANCIAL ADVI | $35,215 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $27,449 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |