Westbrook Sales And Distributing Corporation Employee Stock Ownership 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 Sales And Distributing Corporation Employee Stock Ownership Plan is a benefit plan reported by Westbrook Sales And Distributing Corporation under EIN 74-1712129 and plan number 002. The latest loaded filing year is 2023. The filing reports 0 participants and $22,120,505 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22.1MPlan net assets, end of year$22,120,505
Participants0Covered participants reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Westbrook Sales And Distributing Corporation
EIN
74-1712129
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20230H20260401101910NAL0000584883001
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)$22.1M total assets
Net assets$22.1MLiabilities$0
Money in vs. money out
Total income / additions$8.4M
Total expenses$97.7M
Benefits paid / distributions$97.7M
Full reported line items

Net assets

Total assets (EOY)
$22,120,505
Total liabilities (EOY)
$0
Net assets (EOY)
$22,120,505
Net assets (BOY)
$111,401,589

Income & contributions

Total contributions
$0
Total income / additions
$8,376,551

Expenses & distributions

Benefits paid
$97,657,535
Administrative expenses
$100
Total expenses
$97,657,635
Net increase / (decrease)
-$89,281,084
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 assets441%Computed ratio
Benefits paid ÷ total income1166%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages