Original filing (PDF)20240910132940NAL0006922673001

THE GARY AND MARY WEST CHARITABLE TRUST

Name: THE GARY AND MARY WEST CHARITABLE TRUST — THE GARY AND MARY WEST CHARITABLE TRUST 403(B) PLAN, Form 5500 (2023)
Creator: THE GARY AND MARY WEST CHARITABLE TRUST

Form 5500-SF

FILING_RECEIVED

THE GARY AND MARY WEST CHARITABLE TRUST 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 THE GARY AND MARY WEST CHARITABLE TRUST.

Plan sponsor

Name

THE GARY AND MARY WEST CHARITABLE TRUST

EIN

47-0793015

Address

10350 NORTH TORREY PINES RD · LA JOLLA , CA 92037 · LA JOLLA, CA · 920371018

Phone

(858) 369-3160

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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