Westmoor Manufacturing Company Profit Sharing Plan And Trust — Form 5500 plan (Westmoor Manufacturing Company)
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, Westmoor Manufacturing Company Profit Sharing Plan And Trust is a benefit plan reported by Westmoor Manufacturing Company under EIN 47-0410162 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $8,888,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westmoor Manufacturing Company
- EIN
- 47-0410162
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $8,888,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20250411151355NAL0026367361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,888,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,888,335
- Net assets (BOY)
- $8,764,732
Income & contributions
- Employer contributions
- $82,381
- Participant contributions
- $296,012
- Total contributions
- $752,374
- Total income / additions
- $2,225,963
Expenses & distributions
- Benefits paid
- $2,081,537
- Administrative expenses
- $20,823
- Total expenses
- $2,102,360
- Net increase / (decrease)
- $123,603
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $14,331 | not reported in the loaded dataset | 2023 |
| Stadion Money Management | SERVICE PROVIDER | $4,918 | not reported in the loaded dataset | 2023 |
| The Rose Financial Group, LLC | TPA | $1,575 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Westmoor Manufacturing Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Lincoln National Corporation — Schedule C compensation
- Stadion Money Management — Schedule C compensation
- The Rose Financial Group, LLC — Schedule C compensation