Wps/Moody Western Profit Sharing 401(K) Plan — Form 5500 plan (Western Precooling Systems)
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, Wps/Moody Western Profit Sharing 401(K) Plan is a benefit plan reported by Western Precooling Systems under EIN 94-2327682 and plan number 002. The latest loaded filing year is 2023. The filing reports 316 participants and $22,006,550 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Precooling Systems
- EIN
- 94-2327682
- Plan number
- 002
- Plan type
- 2
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $22,006,550
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20250415015211NAL0002754369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,006,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,006,550
- Net assets (BOY)
- $19,389,639
Income & contributions
- Employer contributions
- $589,619
- Participant contributions
- $733,204
- Total contributions
- $1,329,633
- Total income / additions
- $5,477,045
Expenses & distributions
- Benefits paid
- $2,712,547
- Administrative expenses
- $147,587
- Total expenses
- $2,860,134
- Net increase / (decrease)
- $2,616,911
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cerity Partners LLC | INVESTMENT ADVISOR/MGR | $65,501 | not reported in the loaded dataset | 2023 |
| Ris Employee Benefits Inc | NONE | $22,473 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | NONE | $15,650 | $4,495 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $19,386 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $18,536 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Precooling Systems
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Cerity Partners LLC — Schedule C compensation
- Ris Employee Benefits Inc — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group — Schedule C compensation