Profile
Western Pacific Distributing, LLC 401(K) Profit Sharing Plan in Orange, CA is in California, its EIN is 330989706, its industry group is Building Material and Supplies Dealers, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, its business code is 444190, has 100 to 499 total participants, is worse than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, and yield on beginning-of-plan-year total assets (4 total), is worse than the overall participant averages in each of net income per total participant, active-participant contributions per head, and total administrative expense per participant, and is higher than the overall administrative medians in each of contract administrator fees, investment advisory and management fees, other administrative expenses, total administrative expenses, and total administrative expense ratio.
Numeric values:
- total assets ($20,705,487)
- net assets (assets minus liabilities) ($20.70M)
- total assets at beginning of plan year ($19,218,572)
- value of interest in registered investment companies (e.g., mutual funds) ($16.70M)
- total income ($3,185,687)
- value of funds held in insurance company general account (unallocated contracts) ($2,764,091)
- earnings on investments ($1,887,576)
- net earnings on investments ($1,829,348)
- total expenses ($1,698,772)
- net income ($1,486,915)
- total contributions ($1,297,903)
- receivables - employer contributions ($774,852)
- cash contributions from employers ($774,852)
- cash contributions from participants ($523,051)
- participant loans ($469,779)
- average account balance ($130,223)
- total administrative expenses ($63,291)
- investment advisory and management fees ($58,228)
- net income per total participant ($9,352)
- average employer cash contribution per active participant ($6,007)
- average participant cash contribution per active participant ($4,055)
- contract administrator fees ($2,911)
- other administrative expenses ($2,152)
- total administrative expense per participant ($398.06)
- total noninterest-bearing cash ($0)
- receivables - participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (81.1%)
- diversity of asset types (20.5%)
- yield on beginning-of-plan-year total assets (9.52%)
- participant loans as a percentage of plan assets (2.27%)
- total administrative expense ratio (0.310%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (129)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (159)
- other retired or separated participants entitled to future benefits (30)
- retired or separated participants receiving benefits (0)
- total participants (159)