Employee 401(K) Savings Plan — Form 5500 plan (Western Cnc, 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, Employee 401(K) Savings Plan is a benefit plan reported by Western Cnc, Inc. under EIN 95-3557222 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $7,361,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Cnc, Inc.
- EIN
- 95-3557222
- Plan number
- 001
- Plan type
- 2
- Location
- Vista, CA
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $7,361,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20240925155752NAL0025834272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,361,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,361,262
- Net assets (BOY)
- $6,225,018
Income & contributions
- Employer contributions
- $160,140
- Participant contributions
- $440,717
- Total contributions
- $619,411
- Total income / additions
- $1,483,550
Expenses & distributions
- Benefits paid
- $300,142
- Administrative expenses
- $45,307
- Total expenses
- $347,306
- Net increase / (decrease)
- $1,136,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,807 | $0 | 2023 |
| Securities America Advisors | INVESTMENT ADVISORY | $0 | $13,736 | 2023 |
| Filipovitch & Co | ACCOUNTANT | $8,500 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Cnc, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Vista, CA
- Principal Life Insurance Company — Schedule C compensation
- Securities America Advisors — Schedule C compensation
- Filipovitch & Co — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation