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THE WESTFIELD GROUP RETIREMENT PLAN 401k Plan overview

Plan NameTHE WESTFIELD GROUP RETIREMENT PLAN
Plan identification number 001

THE WESTFIELD GROUP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE WESTFIELD GROUP has sponsored the creation of one or more 401k plans.

Company Name:THE WESTFIELD GROUP
Employer identification number (EIN):464279919
NAIC Classification:561900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WESTFIELD GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANTHONY CHERICHELLA2024-05-28
0012022-01-01ANTHONY CHERICHELLA2023-04-13
0012021-01-01ANTHONY CHERICHELLA2022-02-28
0012020-01-01ANTHONY CHERICHELLA2021-04-20
0012018-01-01ANTHONY CHERICHELLA2019-07-19
0012017-01-01ANTHONY CHERICHELLA2018-07-11
0012016-01-01ANTHONY CHERICHELLA2017-09-12
0012014-01-01ANTHONY CHERICHELLA2015-08-21

Plan Statistics for THE WESTFIELD GROUP RETIREMENT PLAN

401k plan membership statisitcs for THE WESTFIELD GROUP RETIREMENT PLAN

Measure Date Value
2025: THE WESTFIELD GROUP RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-2845
Total number of particpants at end of year2025-05-2842
Number of Participants With Account Balances2025-05-2841
2024: THE WESTFIELD GROUP RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-2846
Total number of particpants at end of year2024-05-2845
Number of Participants With Account Balances2024-05-2844

Financial Data on THE WESTFIELD GROUP RETIREMENT PLAN

Measure Date Value
2025 : THE WESTFIELD GROUP RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-281745363
Net assets as of the end of the plan year2025-05-285862555
Total assets as of the beginning of the plan year2025-05-286547481
Value of plan covered by a fidelity bond2025-05-281000000
Participant contributions to plan in this plan year2025-05-28287820
Other contributions to plan in this plan year2025-05-2818104
Other income to plan in this plan year2025-05-28754513
Plan net income in this plan year2025-05-28-684926
Net assets as of the end of the plan year2025-05-285862555
Net assets as of the beginning of the plan year2025-05-286547481
Employer contributions to plan in this plan year2025-05-280
Fees paid to broker by Benefit Provider2025-05-2813887
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-28764
2024 : THE WESTFIELD GROUP RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-2847192
Net assets as of the end of the plan year2024-05-286547481
Total assets as of the beginning of the plan year2024-05-285399821
Value of plan covered by a fidelity bond2024-05-281000000
Participant contributions to plan in this plan year2024-05-28268659
Other contributions to plan in this plan year2024-05-2866052
Other income to plan in this plan year2024-05-28860141
Plan net income in this plan year2024-05-281147660
Net assets as of the end of the plan year2024-05-286547481
Net assets as of the beginning of the plan year2024-05-285399821
Employer contributions to plan in this plan year2024-05-280
Fees paid to broker by Benefit Provider2024-05-2814626
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-28129

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