Western Pacific Distributing, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Western Pacific Distributing, LLC)
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, Western Pacific Distributing, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Western Pacific Distributing, LLC under EIN 33-0989706 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $19,926,740 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Pacific Distributing, LLC
- EIN
- 33-0989706
- Plan number
- 001
- Plan type
- 2
- Location
- Orange, CA
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $19,926,740
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240724192036NAL0021337552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,926,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,926,740
- Net assets (BOY)
- $18,449,302
Income & contributions
- Employer contributions
- $962,437
- Participant contributions
- $614,475
- Total contributions
- $1,935,482
- Total income / additions
- $4,316,392
Expenses & distributions
- Benefits paid
- $2,782,834
- Administrative expenses
- $56,120
- Total expenses
- $2,838,954
- Net increase / (decrease)
- $1,477,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $53,653 | $0 | 2023 |
| Lincoln Financial Advisors | INVESTMENT ADVISOR | $25,051 | not reported in the loaded dataset | 2023 |
| Penson Benefits Unlimited, Inc. | TPA | $2,866 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Pacific Distributing, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Orange, CA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Lincoln Financial Advisors — Schedule C compensation
- Penson Benefits Unlimited, Inc. — Schedule C compensation