West Coast Services LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (West Coast Services LLC)
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 Coast Services LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by West Coast Services LLC under EIN 95-4669051 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $2,342,441 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Coast Services LLC
- EIN
- 95-4669051
- Plan number
- 001
- Plan type
- 2
- Location
- San Dimas, CA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $2,342,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241018183530NAL0033115713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,342,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,342,441
- Net assets (BOY)
- $1,826,220
Income & contributions
- Employer contributions
- $52,851
- Participant contributions
- $204,135
- Total contributions
- $256,986
- Total income / additions
- $590,231
Expenses & distributions
- Benefits paid
- $54,794
- Administrative expenses
- $19,009
- Total expenses
- $74,010
- Net increase / (decrease)
- $516,221
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $11,230 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $7,536 | not reported in the loaded dataset | 2023 |