Original filing (PDF)20240625121146NAL0004592579001

DOUG WETTON PROPERTIES, INC.

Name: DOUG WETTON PROPERTIES, INC. — DWP 401(K) PLAN, Form 5500 (2023)
Creator: DOUG WETTON PROPERTIES, INC.

Form 5500-SF

FILING_RECEIVED

DWP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOUG WETTON PROPERTIES, INC..

Plan sponsor

Name

DOUG WETTON PROPERTIES, INC.

EIN

35-2330950

Address

151 KALMUS DRIVE, SUITE M-4 · COSTA MESA, CA · 92626

Phone

(949) 759-0220

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-06

Filed

2024-06-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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