Western Composites LLC 401(K) Savings Plan — Form 5500 plan (Western Composites LLC)
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, Western Composites LLC 401(K) Savings Plan is a benefit plan reported by Western Composites LLC under EIN 87-1613689 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $5,289,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Composites LLC
- EIN
- 87-1613689
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, CA
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $5,289,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241004190201NAL0011857713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,289,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,289,952
- Net assets (BOY)
- $5,213,388
Income & contributions
- Employer contributions
- $374,119
- Participant contributions
- $212,421
- Total contributions
- $586,540
- Total income / additions
- $1,135,376
Expenses & distributions
- Benefits paid
- $1,018,883
- Administrative expenses
- $39,929
- Total expenses
- $1,058,812
- Net increase / (decrease)
- $76,564
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plexus Financial Servioces, LLC | INVESTMENT ADVISOR | $25,494 | not reported in the loaded dataset | 2023 |
| Actuarial Benefits Corp | CONTRACT ADMIN | $16,582 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $10,786 | $426 | 2023 |
| Cm3 Advisor | AUDITING | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Composites LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Scottsdale, CA
- Plexus Financial Servioces, LLC — Schedule C compensation
- Actuarial Benefits Corp — Schedule C compensation
- Nationwide — Schedule C compensation
- Cm3 Advisor — Schedule C compensation