Plan Ledger DOL Form 5500 · updated monthly

West Coast Lighting & Energy, Inc.ESOP

WEST COAST LIGHTING & ENERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN · LAKE ELSINORE, CA · plan year 2024

Plan assets · 2024
$2.8M

West Coast Lighting & Energy, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $2,799,970 across 147 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (7,947th of 9,483), and 4,586th of 5,337 in construction. active participation has shrunk from 63 to 35 since 2019.

Plan summary
Net assets, end of year$2,799,970
Participants with balances147
Active participants35
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$19,047
Plan auditUnmodified (clean) audit opinion
Plan history6
Yearassets · accounts · employer contribution
2024$2.8M · 147 accts
2023$1.8M · 147 accts
2022$1.6M · 138 accts
2021$1.9M · 138 accts
2020$1.9M · 139 accts · $100K emplr
2019$2.6M · 127 accts
Administrative cost history6
2024Not separately reported
2023Not separately reported
2022Not separately reported
2021Not separately reported
2020Not separately reported
2019Not separately reported
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Source: U.S. Department of Labor, Form 5500 series, EIN 330833984 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.