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WESTLAKE SAVINGS PLAN 401k Plan overview

Plan NameWESTLAKE SAVINGS PLAN
Plan identification number 004

WESTLAKE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WESTLAKE MANAGEMENT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WESTLAKE MANAGEMENT SERVICES, INC.
Employer identification number (EIN):760321065
NAIC Classification:325100

Additional information about WESTLAKE MANAGEMENT SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1990-11-13
Company Identification Number: 0008580806
Legal Registered Office Address: 2801 POST OAK BLVD STE 600

HOUSTON
United States of America (USA)
77056

More information about WESTLAKE MANAGEMENT SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTLAKE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01
0042016-01-01JESSE STEPHAN JESSE STEPHAN2018-01-15
0042015-01-01JESSE STEPHAN JESSE STEPHAN2016-10-04

Plan Statistics for WESTLAKE SAVINGS PLAN

401k plan membership statisitcs for WESTLAKE SAVINGS PLAN

Measure Date Value
2022: WESTLAKE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0111,295
Total number of active participants reported on line 7a of the Form 55002022-01-0110,546
Number of retired or separated participants receiving benefits2022-01-0173
Number of other retired or separated participants entitled to future benefits2022-01-012,106
Total of all active and inactive participants2022-01-0112,725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0172
Total participants2022-01-0112,797
Number of participants with account balances2022-01-0112,512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01189
2021: WESTLAKE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,255
Total number of active participants reported on line 7a of the Form 55002021-01-019,573
Number of retired or separated participants receiving benefits2021-01-0162
Number of other retired or separated participants entitled to future benefits2021-01-011,599
Total of all active and inactive participants2021-01-0111,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0161
Total participants2021-01-0111,295
Number of participants with account balances2021-01-0111,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0149
2020: WESTLAKE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,200
Total number of active participants reported on line 7a of the Form 55002020-01-015,921
Number of retired or separated participants receiving benefits2020-01-0155
Number of other retired or separated participants entitled to future benefits2020-01-011,226
Total of all active and inactive participants2020-01-017,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0153
Total participants2020-01-017,255
Number of participants with account balances2020-01-016,957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0136
2019: WESTLAKE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,327
Total number of active participants reported on line 7a of the Form 55002019-01-015,931
Number of retired or separated participants receiving benefits2019-01-0154
Number of other retired or separated participants entitled to future benefits2019-01-011,174
Total of all active and inactive participants2019-01-017,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0141
Total participants2019-01-017,200
Number of participants with account balances2019-01-016,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0170
2018: WESTLAKE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,756
Total number of active participants reported on line 7a of the Form 55002018-01-016,272
Number of retired or separated participants receiving benefits2018-01-0132
Number of other retired or separated participants entitled to future benefits2018-01-01991
Total of all active and inactive participants2018-01-017,295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0132
Total participants2018-01-017,327
Number of participants with account balances2018-01-016,788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01106
2017: WESTLAKE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,815
Total number of active participants reported on line 7a of the Form 55002017-01-016,193
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-01527
Total of all active and inactive participants2017-01-016,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0125
Total participants2017-01-016,756
Number of participants with account balances2017-01-016,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0169
2016: WESTLAKE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,754
Total number of active participants reported on line 7a of the Form 55002016-01-012,297
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01467
Total of all active and inactive participants2016-01-012,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-012,778
Number of participants with account balances2016-01-012,741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: WESTLAKE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,488
Total number of active participants reported on line 7a of the Form 55002015-01-012,195
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01449
Total of all active and inactive participants2015-01-012,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-012,656
Number of participants with account balances2015-01-012,594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120

Financial Data on WESTLAKE SAVINGS PLAN

Measure Date Value
2022 : WESTLAKE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$96,030,993
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-112,068,203
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$125,337,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$123,595,592
Expenses. Certain deemed distributions of participant loans2022-12-31$116,812
Value of total corrective distributions2022-12-31$125,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$153,000,653
Value of total assets at end of year2022-12-31$1,470,870,580
Value of total assets at beginning of year2022-12-31$1,612,244,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,498,905
Total interest from all sources2022-12-31$1,115,731
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$19,926,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$19,926,120
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$67,968,806
Participant contributions at end of year2022-12-31$24,593,635
Participant contributions at beginning of year2022-12-31$21,646,699
Participant contributions at end of year2022-12-31$620,645
Participant contributions at beginning of year2022-12-31$389,833
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,374,178
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$237,044
Administrative expenses (other) incurred2022-12-31$1,498,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-237,405,270
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,470,870,580
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,612,244,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$495,179,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$528,189,670
Interest on participant loans2022-12-31$1,115,731
Value of interest in common/collective trusts at end of year2022-12-31$904,296,546
Value of interest in common/collective trusts at beginning of year2022-12-31$1,025,452,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-105,868,949
Net investment gain or loss from common/collective trusts2022-12-31$-180,241,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$77,657,669
Employer contributions (assets) at end of year2022-12-31$46,180,752
Employer contributions (assets) at beginning of year2022-12-31$36,566,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$123,358,548
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HAM,LANGSTON & BREZINA,LLP
Accountancy firm EIN2022-12-31760448495
2021 : WESTLAKE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$152,637,148
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$288,755,229
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$109,448,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$108,064,419
Expenses. Certain deemed distributions of participant loans2021-12-31$221,559
Value of total corrective distributions2021-12-31$920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$120,725,728
Value of total assets at end of year2021-12-31$1,612,244,857
Value of total assets at beginning of year2021-12-31$1,280,301,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,161,693
Total interest from all sources2021-12-31$839,509
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$24,678,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$24,678,318
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$54,593,565
Participant contributions at end of year2021-12-31$21,646,699
Participant contributions at beginning of year2021-12-31$16,238,161
Participant contributions at end of year2021-12-31$389,833
Participant contributions at beginning of year2021-12-31$1,001,575
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,556,921
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$16,305
Other income not declared elsewhere2021-12-31$94,191
Administrative expenses (other) incurred2021-12-31$1,161,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$179,306,638
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,612,244,857
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,280,301,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$528,189,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$439,404,603
Interest on participant loans2021-12-31$839,509
Value of interest in common/collective trusts at end of year2021-12-31$1,025,452,016
Value of interest in common/collective trusts at beginning of year2021-12-31$790,063,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$37,368,200
Net investment gain or loss from common/collective trusts2021-12-31$105,049,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$60,575,242
Employer contributions (assets) at end of year2021-12-31$36,566,639
Employer contributions (assets) at beginning of year2021-12-31$33,593,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$108,048,114
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HAM, LANGSTON & BREZINA, LLP
Accountancy firm EIN2021-12-31760448495
2020 : WESTLAKE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$969,132
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$280,548,634
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$88,900,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$88,005,666
Expenses. Certain deemed distributions of participant loans2020-12-31$-224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$108,104,708
Value of total assets at end of year2020-12-31$1,280,301,071
Value of total assets at beginning of year2020-12-31$1,087,683,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$894,768
Total interest from all sources2020-12-31$909,862
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,188,163
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$11,188,163
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$49,259,363
Participant contributions at end of year2020-12-31$16,238,161
Participant contributions at beginning of year2020-12-31$16,575,165
Participant contributions at end of year2020-12-31$1,001,575
Participant contributions at beginning of year2020-12-31$445,747
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,467,937
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$680,576
Other income not declared elsewhere2020-12-31$125,081
Administrative expenses (other) incurred2020-12-31$894,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$191,648,424
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,280,301,071
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,087,683,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$439,404,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$351,521,654
Interest on participant loans2020-12-31$909,862
Value of interest in common/collective trusts at end of year2020-12-31$790,063,403
Value of interest in common/collective trusts at beginning of year2020-12-31$686,564,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$47,840,148
Net investment gain or loss from common/collective trusts2020-12-31$112,380,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$54,377,408
Employer contributions (assets) at end of year2020-12-31$33,593,329
Employer contributions (assets) at beginning of year2020-12-31$32,576,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$87,325,090
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HAM, LANGSTON & BREZINA, L.L.P.
Accountancy firm EIN2020-12-31760448495
2019 : WESTLAKE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$288,301,163
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$62,832,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$61,906,985
Expenses. Certain deemed distributions of participant loans2019-12-31$57,276
Value of total corrective distributions2019-12-31$1,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$104,842,532
Value of total assets at end of year2019-12-31$1,087,683,515
Value of total assets at beginning of year2019-12-31$862,214,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$866,474
Total interest from all sources2019-12-31$942,757
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,680,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,680,855
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$45,690,992
Participant contributions at end of year2019-12-31$16,575,165
Participant contributions at beginning of year2019-12-31$16,411,597
Participant contributions at end of year2019-12-31$445,747
Participant contributions at beginning of year2019-12-31$1,090,341
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,628,516
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$463,768
Other income not declared elsewhere2019-12-31$223,070
Administrative expenses (other) incurred2019-12-31$866,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$225,468,756
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,087,683,515
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$862,214,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$351,521,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$768,753,433
Interest on participant loans2019-12-31$942,757
Value of interest in common/collective trusts at end of year2019-12-31$686,564,472
Value of interest in common/collective trusts at beginning of year2019-12-31$45,483,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$50,429,202
Net investment gain or loss from common/collective trusts2019-12-31$122,182,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$52,523,024
Employer contributions (assets) at end of year2019-12-31$32,576,477
Employer contributions (assets) at beginning of year2019-12-31$30,475,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$61,443,217
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAM, LANGSTON & BREZINA, L.L.P.
Accountancy firm EIN2019-12-31760448495
2018 : WESTLAKE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$34,524,877
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$70,776,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$70,087,109
Expenses. Certain deemed distributions of participant loans2018-12-31$37,252
Value of total corrective distributions2018-12-31$755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$97,463,767
Value of total assets at end of year2018-12-31$862,214,759
Value of total assets at beginning of year2018-12-31$898,466,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$651,761
Total interest from all sources2018-12-31$733,238
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,216,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$10,216,283
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$42,847,655
Participant contributions at end of year2018-12-31$16,411,597
Participant contributions at beginning of year2018-12-31$14,789,881
Participant contributions at end of year2018-12-31$1,090,341
Participant contributions at beginning of year2018-12-31$1,043,979
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,915,786
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$5,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$459,900,494
Administrative expenses (other) incurred2018-12-31$651,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-36,252,000
Value of net assets at end of year (total assets less liabilities)2018-12-31$862,214,759
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$898,466,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$768,753,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$733,238
Value of interest in common/collective trusts at end of year2018-12-31$45,483,485
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$393,332,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$393,332,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-74,745,267
Net investment gain or loss from common/collective trusts2018-12-31$856,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$49,700,326
Employer contributions (assets) at end of year2018-12-31$30,475,903
Employer contributions (assets) at beginning of year2018-12-31$29,399,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$70,081,797
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HAM, LANGSTON & BREZINA, L.L.P.
Accountancy firm EIN2018-12-31760448495
2017 : WESTLAKE SAVINGS PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$367,614,110
Total income from all sources (including contributions)2017-12-31$216,392,046
Total of all expenses incurred2017-12-31$89,692,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$89,409,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$93,370,608
Value of total assets at end of year2017-12-31$898,466,759
Value of total assets at beginning of year2017-12-31$404,153,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$282,503
Total interest from all sources2017-12-31$650,504
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$34,139,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$34,139,301
Administrative expenses professional fees incurred2017-12-31$31,234
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$39,580,713
Participant contributions at end of year2017-12-31$14,789,881
Participant contributions at beginning of year2017-12-31$6,131,277
Participant contributions at end of year2017-12-31$1,043,979
Participant contributions at beginning of year2017-12-31$328,532
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,255,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$459,900,494
Other income not declared elsewhere2017-12-31$78,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$126,699,555
Value of net assets at end of year (total assets less liabilities)2017-12-31$898,466,759
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$404,153,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$251,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$307,414,631
Interest on participant loans2017-12-31$650,504
Value of interest in common/collective trusts at beginning of year2017-12-31$75,890,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$393,332,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$88,152,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$48,534,130
Employer contributions (assets) at end of year2017-12-31$29,399,782
Employer contributions (assets) at beginning of year2017-12-31$14,388,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$89,409,988
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HAM LANGSTON & BREZINA LLP
Accountancy firm EIN2017-12-31760448495
2016 : WESTLAKE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$65,634,586
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$26,653,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$26,560,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$40,973,858
Value of total assets at end of year2016-12-31$404,153,094
Value of total assets at beginning of year2016-12-31$365,171,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$92,609
Total interest from all sources2016-12-31$261,413
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,654,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$9,654,053
Administrative expenses professional fees incurred2016-12-31$36,786
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$17,761,059
Participant contributions at end of year2016-12-31$6,131,277
Participant contributions at beginning of year2016-12-31$6,288,565
Participant contributions at end of year2016-12-31$328,532
Participant contributions at beginning of year2016-12-31$316,584
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,014,261
Other income not declared elsewhere2016-12-31$455,989
Administrative expenses (other) incurred2016-12-31$23,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$38,981,362
Value of net assets at end of year (total assets less liabilities)2016-12-31$404,153,094
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$365,171,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$32,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$307,414,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$270,362,361
Interest on participant loans2016-12-31$261,413
Value of interest in common/collective trusts at end of year2016-12-31$75,890,217
Value of interest in common/collective trusts at beginning of year2016-12-31$75,744,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$12,828,398
Net investment gain or loss from common/collective trusts2016-12-31$1,460,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$22,198,538
Employer contributions (assets) at end of year2016-12-31$14,388,437
Employer contributions (assets) at beginning of year2016-12-31$12,459,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$26,560,615
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HAM, LANGSTON & BREZINA, LLP
Accountancy firm EIN2016-12-31760448495
2015 : WESTLAKE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$39,785,854
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$20,174,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$20,112,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$37,397,276
Value of total assets at end of year2015-12-31$365,171,732
Value of total assets at beginning of year2015-12-31$345,559,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$61,499
Total interest from all sources2015-12-31$257,729
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,003,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$13,003,886
Administrative expenses professional fees incurred2015-12-31$21,911
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$16,097,547
Participant contributions at end of year2015-12-31$6,288,565
Participant contributions at beginning of year2015-12-31$5,731,344
Participant contributions at end of year2015-12-31$316,584
Participant contributions at beginning of year2015-12-31$273,136
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,693,643
Other income not declared elsewhere2015-12-31$806,906
Administrative expenses (other) incurred2015-12-31$20,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$19,611,825
Value of net assets at end of year (total assets less liabilities)2015-12-31$365,171,732
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$345,559,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$19,555
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$270,362,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$258,783,446
Interest on participant loans2015-12-31$257,729
Value of interest in common/collective trusts at end of year2015-12-31$75,744,844
Value of interest in common/collective trusts at beginning of year2015-12-31$72,519,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,086,202
Net investment gain or loss from common/collective trusts2015-12-31$406,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$19,606,086
Employer contributions (assets) at end of year2015-12-31$12,459,378
Employer contributions (assets) at beginning of year2015-12-31$8,252,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$20,112,530
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HAM, LANGSTON & BREZINA, LLP
Accountancy firm EIN2015-12-31760448495

Form 5500 Responses for WESTLAKE SAVINGS PLAN

2022: WESTLAKE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WESTLAKE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTLAKE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTLAKE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTLAKE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTLAKE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTLAKE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTLAKE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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