Westport Retirement Plan — Form 5500 plan (Westport, L.L.C.)
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, Westport Retirement Plan is a benefit plan reported by Westport, L.L.C. under EIN 46-5463541 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $10,331,061 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.3MPlan net assets, end of year$10,331,061
Participants305Covered participants reported
Assets / participant$33.9KComputed: assets ÷ participants$33,872 (computed)
Provider compensation$12K4 Schedule C provider row(s)$11,982
- Plan sponsor
- Westport, L.L.C.
- EIN
- 46-5463541
- Plan number
- 001
- Plan type
- 2
- Location
- Cut Off, LA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20241227105953NAL0008442563001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.3M total assets
Net assets$10.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,331,061
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,331,061
- Net assets (BOY)
- $9,363,411
Income & contributions
- Participant contributions
- $394,852
- Total contributions
- $461,087
- Total income / additions
- $1,940,484
Expenses & distributions
- Benefits paid
- $960,852
- Administrative expenses
- $11,982
- Total expenses
- $972,834
- Net increase / (decrease)
- $967,650
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $6,482 | $0 | 2023 |
| Regions Bank | NONE | $5,500 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | TRUSTEE | $0 | $0 | 2023 |
| Mscs Fs Div Of Broadridge Bpo, LLC | TRUSTEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Westport, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Cut Off, LA
- Oneamerica Retirement Services LLC — Schedule C compensation
- Regions Bank — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Mscs Fs Div Of Broadridge Bpo, LLC — Schedule C compensation