West-Tech Contracting, Inc. 401(K) Plan — Form 5500 plan (West-Tech Contracting, 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-Tech Contracting, Inc. 401(K) Plan is a benefit plan reported by West-Tech Contracting, Inc. under EIN 33-0506018 and plan number 002. The latest loaded filing year is 2023. The filing reports 233 participants and $14,472,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West-Tech Contracting, Inc.
- EIN
- 33-0506018
- Plan number
- 002
- Plan type
- 2
- Location
- Escondido, CA
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $14,472,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241015105616NAL0028129153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,472,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,472,176
- Net assets (BOY)
- $11,852,984
Income & contributions
- Employer contributions
- $1,633,703
- Participant contributions
- $363,222
- Total contributions
- $1,996,925
- Total income / additions
- $3,923,460
Expenses & distributions
- Benefits paid
- $1,275,818
- Administrative expenses
- $28,450
- Total expenses
- $1,304,268
- Net increase / (decrease)
- $2,619,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morningstar Investment Management | SERVICE PROVIDER | $8,966 | $0 | 2023 |
| Ascensus | THIRD PARTY ADMINISTRATOR | $0 | $6,259 | 2023 |
| Flynn & Peel Insurance Services, Ll | BROKER/DEALER | $0 | $1,667 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $1,455 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West-Tech Contracting, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Escondido, CA
- Morningstar Investment Management — Schedule C compensation
- Ascensus — Schedule C compensation
- Flynn & Peel Insurance Services, Ll — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation