Westerlay Orchids, L.P. 401(K) Plan — Form 5500 plan (Westerlay Orchids, L.P.)
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, Westerlay Orchids, L.P. 401(K) Plan is a benefit plan reported by Westerlay Orchids, L.P. under EIN 73-1688452 and plan number 001. The latest loaded filing year is 2023. The filing reports 79 participants and $5,144,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westerlay Orchids, L.P.
- EIN
- 73-1688452
- Plan number
- 001
- Plan type
- 2
- Location
- Carpinteria, CA
- Latest filing year
- 2023
- Participants
- 79
- End-of-year plan assets
- $5,144,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 79 | I | 20240625233153NAL0005142995001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,144,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,144,951
- Net assets (BOY)
- $4,065,301
Income & contributions
- Employer contributions
- $184,664
- Participant contributions
- $328,183
- Total income / additions
- $1,227,293
Expenses & distributions
- Benefits paid
- $141,958
- Administrative expenses
- $0
- Total expenses
- $147,643
- Net increase / (decrease)
- $1,079,650
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.