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, Westdale Asset Management, Ltd 401(K) Plan is a benefit plan reported by Westdale Asset Management, Ltd under EIN 75-2680425 and plan number 001. The latest loaded filing year is 2023. The filing reports 673 participants and $25,815,393 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,815,393
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,815,393
- Net assets (BOY)
- $22,127,671
Income & contributions
- Employer contributions
- $394,369
- Participant contributions
- $1,857,544
- Total contributions
- $2,335,301
- Total income / additions
- $5,801,219
Expenses & distributions
- Benefits paid
- $1,988,361
- Administrative expenses
- $98,665
- Total expenses
- $2,113,497
- Net increase / (decrease)
- $3,687,722