WEST HILLS FINANCIAL LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WEST HILLS FINANCIAL LLC 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : WEST HILLS FINANCIAL LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-10 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-10 | 10183 |
| Net assets as of the end of the plan year | 2025-06-10 | 610376 |
| Total assets as of the beginning of the plan year | 2025-06-10 | 453885 |
| Value of plan covered by a fidelity bond | 2025-06-10 | 45389 |
| Participant contributions to plan in this plan year | 2025-06-10 | 49377 |
| Value of participant loans at end of plan year | 2025-06-10 | 21671 |
| Other expenses paid from plan in this plan year | 2025-06-10 | 0 |
| Other contributions to plan in this plan year | 2025-06-10 | 12548 |
| Other income to plan in this plan year | 2025-06-10 | 75078 |
| Plan net income in this plan year | 2025-06-10 | 156491 |
| Net assets as of the end of the plan year | 2025-06-10 | 610376 |
| Net assets as of the beginning of the plan year | 2025-06-10 | 453885 |
| Employer contributions to plan in this plan year | 2025-06-10 | 29671 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-10 | 10183 |
| 2024 : WEST HILLS FINANCIAL LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-18 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-18 | 13183 |
| Net assets as of the end of the plan year | 2024-06-18 | 453885 |
| Total assets as of the beginning of the plan year | 2024-06-18 | 330626 |
| Value of plan covered by a fidelity bond | 2024-06-18 | 40000 |
| Participant contributions to plan in this plan year | 2024-06-18 | 43815 |
| Value of participant loans at end of plan year | 2024-06-18 | 3522 |
| Other expenses paid from plan in this plan year | 2024-06-18 | 0 |
| Other contributions to plan in this plan year | 2024-06-18 | 0 |
| Other income to plan in this plan year | 2024-06-18 | 64910 |
| Plan net income in this plan year | 2024-06-18 | 123259 |
| Net assets as of the end of the plan year | 2024-06-18 | 453885 |
| Net assets as of the beginning of the plan year | 2024-06-18 | 330626 |
| Employer contributions to plan in this plan year | 2024-06-18 | 27717 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-18 | 8103 |
| 2022 : WEST HILLS FINANCIAL LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-14 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-14 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-14 | 12393 |
| Net assets as of the end of the plan year | 2022-07-14 | 461024 |
| Total assets as of the beginning of the plan year | 2022-07-14 | 321680 |
| Value of plan covered by a fidelity bond | 2022-07-14 | 40000 |
| Participant contributions to plan in this plan year | 2022-07-14 | 52239 |
| Value of participant loans at end of plan year | 2022-07-14 | 10392 |
| Other expenses paid from plan in this plan year | 2022-07-14 | 0 |
| Other contributions to plan in this plan year | 2022-07-14 | 0 |
| Other income to plan in this plan year | 2022-07-14 | 65164 |
| Plan net income in this plan year | 2022-07-14 | 139344 |
| Net assets as of the end of the plan year | 2022-07-14 | 461024 |
| Net assets as of the beginning of the plan year | 2022-07-14 | 321680 |
| Employer contributions to plan in this plan year | 2022-07-14 | 34334 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-14 | 4604 |
