Westbrook 401(K) Plan — Form 5500 plan (Westbrook Sales And Distributing Corporation)

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, Westbrook 401(K) Plan is a benefit plan reported by Westbrook Sales And Distributing Corporation under EIN 74-1712129 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $16,714,379 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.7MPlan net assets, end of year$16,714,379
Participants204Covered participants reported
Assets / participant$81.9KComputed: assets ÷ participants$81,933 (computed)
Provider compensation$5.9K1 Schedule C provider row(s)$5,917
Plan sponsor
Westbrook Sales And Distributing Corporation
EIN
74-1712129
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    204 participants · 2Sch HSch C
    View filing →
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)$16.7M total assets
Net assets$16.7MLiabilities$0
Money in vs. money out
Total income / additions$13.8M
Total expenses$3.4M
Benefits paid / distributions$3.4M
Contributions
EmployerNot reported
Participant$162.8K
Full reported line items

Net assets

Total assets (EOY)
$16,714,379
Total liabilities (EOY)
$0
Net assets (EOY)
$16,714,379
Net assets (BOY)
$6,256,670

Income & contributions

Participant contributions
$162,811
Total contributions
$12,071,562
Total income / additions
$13,848,587

Expenses & distributions

Benefits paid
$3,384,961
Administrative expenses
$5,917
Total expenses
$3,390,878
Net increase / (decrease)
$10,457,709
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 assets20%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $5.9K · Indirect $0

Related Form 5500 pages