How big is Westgate Financial Group Inc.'s plan?

Westgate Financial Group Inc.'s plan reported $7K in assets and 4 participants for 2025.

Original filing (PDF)20260511075936NAL0005127843001

Westgate Financial Group Inc.

Name: Westgate Financial Group Inc. — Westgate Financial, Form 5500 (2025)
Creator: Westgate Financial Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westgate Financial Group, Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Westgate Financial Group Inc.'s Westgate Financial Group, Inc. 401(k) Profit Sharing Plan & Trust held $7K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

Plan identifiers

Westgate Financial Group Inc.'s EIN is 39-5027009.

EIN 39-5027009

Plan number 001

Plan year 2025

ACK ID 20260511075936NAL0005127843001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Westgate Financial Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Westgate Financial Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTGATE FINANCIAL GROUP INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score