Westcare Foundation, Inc. Retirement Plan — Form 5500 plan (Westcare Foundation, Inc.)

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, Westcare Foundation, Inc. Retirement Plan is a benefit plan reported by Westcare Foundation, Inc. under EIN 86-0852629 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,586 participants and $24,693,838 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Westcare Foundation, Inc.
EIN
86-0852629
Plan number
001
Plan type
2
Location
Henderson, NV
Latest filing year
2023
Participants
1,586
End-of-year plan assets
$24,693,838

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,586H, C20241015155729NAL0057098114001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,693,838
Total liabilities (EOY)
$0
Net assets (EOY)
$24,693,838
Net assets (BOY)
$21,065,445

Income & contributions

Employer contributions
$1,137,236
Participant contributions
$2,264,036
Total contributions
$3,464,118
Total income / additions
$6,843,375

Expenses & distributions

Benefits paid
$3,097,399
Administrative expenses
$117,583
Total expenses
$3,214,982
Net increase / (decrease)
$3,628,393

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Royal Alliance Associates Inc.BROKER/DEALER$0$89,9442023
Loren D. Stark CompanyTPA$0$34,0162023

Related Form 5500 pages