Amwest Funding Corp. 401(K) Plan And Trust — Form 5500 plan (Amwest Funding 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, Amwest Funding Corp. 401(K) Plan And Trust is a benefit plan reported by Amwest Funding Corp. under EIN 95-4539084 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $11,541,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amwest Funding Corp.
- EIN
- 95-4539084
- Plan number
- 001
- Plan type
- 2
- Location
- Brea, CA
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $11,541,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20240911184545NAL0003852323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,541,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,541,523
- Net assets (BOY)
- $9,206,174
Income & contributions
- Employer contributions
- $435,433
- Participant contributions
- $972,845
- Total contributions
- $1,501,904
- Total income / additions
- $2,931,647
Expenses & distributions
- Benefits paid
- $573,958
- Administrative expenses
- $22,340
- Total expenses
- $596,298
- Net increase / (decrease)
- $2,335,349
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | SERVICE PROVIDER | $0 | $39,421 | 2023 |
| Economic Group Pension Services | THIRD PARTY ADMIN | $0 | $4,931 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amwest Funding Corp.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Brea, CA
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation