How big is Gary and Mary West Senior Services Inc.'s plan?

Gary and Mary West Senior Services Inc.'s plan reported $4.3M in assets and 118 participants for 2024.

Original filing (PDF)20250715195800NAL0003884000001

Gary and Mary West Senior Services Inc.

Name: Gary and Mary West Senior Services Inc. — Form 5500 Plan 001 (2024)
Creator: Gary and Mary West Senior Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West Senior Services Retirement Savings Plan

403(b) retirement plan · Gary and Mary West Senior Services Inc.'s West Senior Services Retirement Savings Plan held $4.3M in plan assets for 118 participants in 2024.

Active participants

118

Accounts w/ balance

129

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Patricia Meyer signed Gary and Mary West Senior Services Inc.'s 2024 Form 5500 as plan administrator.

Patricia Meyer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gary and Mary West Senior Services Inc.'s EIN is 82-0635784.

EIN 82-0635784

Plan number 001

Plan year 2024

ACK ID 20250715195800NAL0003884000001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gary and Mary West Senior Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gary and Mary West Senior Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA), 403(b) custodial accounts.

Decision-maker contacts

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off