Western Engineering Contractors Inc 401k Profit Sharing Plan — Form 5500 plan (Western Engineering Contractors 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, Western Engineering Contractors Inc 401k Profit Sharing Plan is a benefit plan reported by Western Engineering Contractors Inc under EIN 94-2901297 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $19,747,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Engineering Contractors Inc
- EIN
- 94-2901297
- Plan number
- 001
- Plan type
- 2
- Location
- Loomis, CA
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $19,747,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20240807172907NAL0008841506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,747,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,747,128
- Net assets (BOY)
- $17,910,809
Income & contributions
- Employer contributions
- $327,243
- Participant contributions
- $627,589
- Total contributions
- $954,832
- Total income / additions
- $3,578,766
Expenses & distributions
- Benefits paid
- $1,659,202
- Administrative expenses
- $83,245
- Total expenses
- $1,742,447
- Net increase / (decrease)
- $1,836,319
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $40,000 | $0 | 2023 |
| Larson Allen Llp | AUDITOR | $18,750 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $13,131 | $0 | 2023 |
| Associated Pension Consultants | CONTRACT ADMI | $11,338 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Engineering Contractors Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Loomis, CA
- Global Retirement Partners LLC — Schedule C compensation
- Larson Allen Llp — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Associated Pension Consultants — Schedule C compensation