West Pac-Stone Employee Retirement Plan — Form 5500 plan (Western Pacific Roofing Corp)
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, West Pac-Stone Employee Retirement Plan is a benefit plan reported by Western Pacific Roofing Corp under EIN 95-2386834 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $14,200,472 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Pacific Roofing Corp
- EIN
- 95-2386834
- Plan number
- 001
- Plan type
- 2
- Location
- Palmdale, CA
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $14,200,472
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20240923191319NAL0021169216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,200,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,200,472
- Net assets (BOY)
- $12,034,062
Income & contributions
- Employer contributions
- $283,740
- Participant contributions
- $610,885
- Total contributions
- $894,625
- Total income / additions
- $2,943,475
Expenses & distributions
- Benefits paid
- $726,093
- Administrative expenses
- $50,972
- Total expenses
- $777,065
- Net increase / (decrease)
- $2,166,410
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | SERVICE PROVIDER | $24,762 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $21,084 | not reported in the loaded dataset | 2023 |
| Nppg | SERVICE PROVIDER | $5,125 | not reported in the loaded dataset | 2023 |