Westmont College Defined Contribution Retirement Plan — Form 5500 plan (Westmont College)
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, Westmont College Defined Contribution Retirement Plan is a benefit plan reported by Westmont College under EIN 95-1684793 and plan number 001. The latest loaded filing year is 2023. The filing reports 473 participants and $76,339,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westmont College
- EIN
- 95-1684793
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Barbara, CA
- Latest filing year
- 2023
- Participants
- 473
- End-of-year plan assets
- $76,339,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 473 | H | 20241015192525NAL0017108515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,339,469
- Net assets (EOY)
- $76,339,469
- Net assets (BOY)
- $70,458,351
Income & contributions
- Employer contributions
- $1,543,939
- Participant contributions
- $1,849,490
- Total contributions
- $3,936,916
- Total income / additions
- $15,550,027
Expenses & distributions
- Benefits paid
- $9,575,825
- Administrative expenses
- $93,084
- Total expenses
- $9,668,909
- Net increase / (decrease)
- $5,881,118
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.