401k Plan data: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN plan

WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WEST LAKE BROKERS, INC. PROFIT SHARING PLAN
Plan identification number	003

WEST LAKE BROKERS, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WESTLAKE BROKERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WESTLAKE BROKERS, INC.

Employer identification number (EIN): 942805824

NAIC Classification: 115110

Additional information about WESTLAKE BROKERS, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1982-02-09

Company Identification Number: C1103573

Legal Registered Office Address: 449 Poppy Hill Road

Watsonville
United States of America (USA)
95076

More information about WESTLAKE BROKERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST LAKE BROKERS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-04-01
003 2021-04-01 LOUIS IVANOVICH 2022-10-15 LOUIS IVANOVICH 2022-10-15
003 2020-04-01 LOUIS IVANOVICH 2022-01-13 LOUIS IVANOVICH 2022-01-13
003 2019-04-01 LOUIS IVANOVICH 2021-01-15 LOUIS IVANOVICH 2021-01-15
003 2018-04-01 LOUIS IVANOVICH 2019-12-15 LOUIS IVANOVICH 2019-12-15
003 2017-04-01
003 2016-04-01
003 2015-04-01 CURTIS HONORE
003 2014-04-01
003 2013-04-01 LOUIS IVANOVICH
003 2012-04-01 LOUIS IVANOVICH
003 2010-04-01 LOUIS J IVANOVICH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-04-01
003	2021-04-01	LOUIS IVANOVICH	2022-10-15	LOUIS IVANOVICH	2022-10-15
003	2020-04-01	LOUIS IVANOVICH	2022-01-13	LOUIS IVANOVICH	2022-01-13
003	2019-04-01	LOUIS IVANOVICH	2021-01-15	LOUIS IVANOVICH	2021-01-15
003	2018-04-01	LOUIS IVANOVICH	2019-12-15	LOUIS IVANOVICH	2019-12-15
003	2017-04-01
003	2016-04-01
003	2015-04-01	CURTIS HONORE
003	2014-04-01
003	2013-04-01	LOUIS IVANOVICH
003	2012-04-01	LOUIS IVANOVICH
003	2010-04-01	LOUIS J IVANOVICH

Plan Statistics for WEST LAKE BROKERS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WEST LAKE BROKERS, INC. PROFIT SHARING PLAN

Measure Date Value
2021: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 10
Number of retired or separated participants receiving benefits 2021-04-01 0
Number of other retired or separated participants entitled to future benefits 2021-04-01 2
Total of all active and inactive participants 2021-04-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 12
Number of participants with account balances 2021-04-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 0
2020: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 11
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 1
Total of all active and inactive participants 2020-04-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 12
Number of participants with account balances 2020-04-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 0
2019: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 11
Number of retired or separated participants receiving benefits 2019-04-01 0
Number of other retired or separated participants entitled to future benefits 2019-04-01 1
Total of all active and inactive participants 2019-04-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 12
Number of participants with account balances 2019-04-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 0
2018: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 10
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 1
Total of all active and inactive participants 2018-04-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 11
Number of participants with account balances 2018-04-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 0
2017: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 9
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 2
Total of all active and inactive participants 2017-04-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 11
Number of participants with account balances 2017-04-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 1
2016: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 10
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 1
Total of all active and inactive participants 2016-04-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 11
Number of participants with account balances 2016-04-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0
2015: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 10
Number of other retired or separated participants entitled to future benefits 2015-04-01 1
Total of all active and inactive participants 2015-04-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 11
Number of participants with account balances 2015-04-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 0
2014: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 12
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 0
Total of all active and inactive participants 2014-04-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 12
Number of participants with account balances 2014-04-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 0
2013: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 12
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 0
Total of all active and inactive participants 2013-04-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 12
Number of participants with account balances 2013-04-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 12
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 0
Total of all active and inactive participants 2012-04-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 12
Number of participants with account balances 2012-04-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2010: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 11
Number of retired or separated participants receiving benefits 2010-04-01 0
Number of other retired or separated participants entitled to future benefits 2010-04-01 0
Total of all active and inactive participants 2010-04-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 11
Number of participants with account balances 2010-04-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 0

Measure	Date	Value
2021: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	10
Number of retired or separated participants receiving benefits	2021-04-01	0
Number of other retired or separated participants entitled to future benefits	2021-04-01	2
Total of all active and inactive participants	2021-04-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	12
Number of participants with account balances	2021-04-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	0
2020: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	11
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	1
Total of all active and inactive participants	2020-04-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	12
Number of participants with account balances	2020-04-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	0
2019: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	11
Number of retired or separated participants receiving benefits	2019-04-01	0
Number of other retired or separated participants entitled to future benefits	2019-04-01	1
Total of all active and inactive participants	2019-04-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	12
Number of participants with account balances	2019-04-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	0
2018: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	10
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	1
Total of all active and inactive participants	2018-04-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	11
Number of participants with account balances	2018-04-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	0
2017: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	9
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	2
Total of all active and inactive participants	2017-04-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	11
Number of participants with account balances	2017-04-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	1
2016: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	10
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	1
Total of all active and inactive participants	2016-04-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	11
Number of participants with account balances	2016-04-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0
2015: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	10
Number of other retired or separated participants entitled to future benefits	2015-04-01	1
Total of all active and inactive participants	2015-04-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	11
Number of participants with account balances	2015-04-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	0
2014: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	12
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	0
Total of all active and inactive participants	2014-04-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	12
Number of participants with account balances	2014-04-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	0
2013: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	12
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	0
Total of all active and inactive participants	2013-04-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	12
Number of participants with account balances	2013-04-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	12
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	0
Total of all active and inactive participants	2012-04-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	12
Number of participants with account balances	2012-04-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2010: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	11
Number of retired or separated participants receiving benefits	2010-04-01	0
Number of other retired or separated participants entitled to future benefits	2010-04-01	0
Total of all active and inactive participants	2010-04-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	11
Number of participants with account balances	2010-04-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	0

Financial Data on WEST LAKE BROKERS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-03-31	$0
Total plan liabilities at end of year	2022-03-31	$0
Total plan liabilities at beginning of year	2022-03-31	$0
Total income from all sources	2022-03-31	$595,410
Expenses. Total of all expenses incurred	2022-03-31	$26,010
Benefits paid (including direct rollovers)	2022-03-31	$0
Total plan assets at end of year	2022-03-31	$5,536,538
Total plan assets at beginning of year	2022-03-31	$4,967,138
Value of fidelity bond covering the plan	2022-03-31	$500,000
Total contributions received or receivable from participants	2022-03-31	$0
Expenses. Other expenses not covered elsewhere	2022-03-31	$0
Contributions received from other sources (not participants or employers)	2022-03-31	$0
Other income received	2022-03-31	$335,899
Noncash contributions received	2022-03-31	$0
Net income (gross income less expenses)	2022-03-31	$569,400
Net plan assets at end of year (total assets less liabilities)	2022-03-31	$5,536,538
Net plan assets at beginning of year (total assets less liabilities)	2022-03-31	$4,967,138
Assets. Value of assets in partnership/joint-venture interests	2022-03-31	$200,000
Total contributions received or receivable from employer(s)	2022-03-31	$259,511
Value of certain deemed distributions of participant loans	2022-03-31	$0
Value of corrective distributions	2022-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-03-31	$26,010
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-03-31	$0
2021 : WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-03-31	$0
Total plan liabilities at end of year	2021-03-31	$0
Total plan liabilities at beginning of year	2021-03-31	$0
Total income from all sources	2021-03-31	$1,376,483
Expenses. Total of all expenses incurred	2021-03-31	$20,586
Benefits paid (including direct rollovers)	2021-03-31	$0
Total plan assets at end of year	2021-03-31	$4,967,138
Total plan assets at beginning of year	2021-03-31	$3,611,241
Value of fidelity bond covering the plan	2021-03-31	$500,000
Total contributions received or receivable from participants	2021-03-31	$0
Expenses. Other expenses not covered elsewhere	2021-03-31	$0
Contributions received from other sources (not participants or employers)	2021-03-31	$0
Other income received	2021-03-31	$1,129,984
Noncash contributions received	2021-03-31	$0
Net income (gross income less expenses)	2021-03-31	$1,355,897
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$4,967,138
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$3,611,241
Assets. Value of assets in partnership/joint-venture interests	2021-03-31	$200,000
Total contributions received or receivable from employer(s)	2021-03-31	$246,499
Value of certain deemed distributions of participant loans	2021-03-31	$0
Value of corrective distributions	2021-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-03-31	$20,586
2020 : WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-03-31	$0
Total income from all sources	2020-03-31	$-88,222
Expenses. Total of all expenses incurred	2020-03-31	$0
Benefits paid (including direct rollovers)	2020-03-31	$0
Total plan assets at end of year	2020-03-31	$3,611,241
Total plan assets at beginning of year	2020-03-31	$3,699,463
Value of fidelity bond covering the plan	2020-03-31	$500,000
Total contributions received or receivable from participants	2020-03-31	$0
Expenses. Other expenses not covered elsewhere	2020-03-31	$0
Contributions received from other sources (not participants or employers)	2020-03-31	$0
Other income received	2020-03-31	$-328,070
Noncash contributions received	2020-03-31	$0
Net income (gross income less expenses)	2020-03-31	$-88,222
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$3,611,241
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$3,699,463
Assets. Value of assets in partnership/joint-venture interests	2020-03-31	$200,000
Total contributions received or receivable from employer(s)	2020-03-31	$239,848
Value of certain deemed distributions of participant loans	2020-03-31	$0
Value of corrective distributions	2020-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-03-31	$0
2019 : WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-03-31	$0
Total plan liabilities at end of year	2019-03-31	$0
Total plan liabilities at beginning of year	2019-03-31	$0
Total income from all sources	2019-03-31	$384,729
Expenses. Total of all expenses incurred	2019-03-31	$542,325
Benefits paid (including direct rollovers)	2019-03-31	$534,274
Total plan assets at end of year	2019-03-31	$3,699,463
Total plan assets at beginning of year	2019-03-31	$3,857,059
Value of fidelity bond covering the plan	2019-03-31	$500,000
Total contributions received or receivable from participants	2019-03-31	$0
Expenses. Other expenses not covered elsewhere	2019-03-31	$0
Contributions received from other sources (not participants or employers)	2019-03-31	$0
Other income received	2019-03-31	$173,008
Noncash contributions received	2019-03-31	$0
Net income (gross income less expenses)	2019-03-31	$-157,596
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$3,699,463
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$3,857,059
Assets. Value of assets in partnership/joint-venture interests	2019-03-31	$200,000
Total contributions received or receivable from employer(s)	2019-03-31	$211,721
Value of certain deemed distributions of participant loans	2019-03-31	$0
Value of corrective distributions	2019-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-03-31	$8,051
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-03-31	$0
2018 : WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-03-31	$0
Total plan liabilities at beginning of year	2018-03-31	$0
Total income from all sources	2018-03-31	$477,175
Expenses. Total of all expenses incurred	2018-03-31	$350
Benefits paid (including direct rollovers)	2018-03-31	$0
Total plan assets at end of year	2018-03-31	$3,857,059
Total plan assets at beginning of year	2018-03-31	$3,380,234
Value of fidelity bond covering the plan	2018-03-31	$500,000
Total contributions received or receivable from participants	2018-03-31	$0
Expenses. Other expenses not covered elsewhere	2018-03-31	$0
Contributions received from other sources (not participants or employers)	2018-03-31	$0
Other income received	2018-03-31	$280,217
Noncash contributions received	2018-03-31	$0
Net income (gross income less expenses)	2018-03-31	$476,825
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$3,857,059
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$3,380,234
Assets. Value of assets in partnership/joint-venture interests	2018-03-31	$200,000
Total contributions received or receivable from employer(s)	2018-03-31	$196,958
Value of certain deemed distributions of participant loans	2018-03-31	$350
Value of corrective distributions	2018-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-03-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-03-31	$0
2017 : WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-03-31	$0
Total plan liabilities at beginning of year	2017-03-31	$0
Total income from all sources	2017-03-31	$494,079
Expenses. Total of all expenses incurred	2017-03-31	$4,268
Benefits paid (including direct rollovers)	2017-03-31	$0
Total plan assets at end of year	2017-03-31	$3,380,234
Total plan assets at beginning of year	2017-03-31	$2,890,423
Value of fidelity bond covering the plan	2017-03-31	$500,000
Total contributions received or receivable from participants	2017-03-31	$0
Expenses. Other expenses not covered elsewhere	2017-03-31	$0
Contributions received from other sources (not participants or employers)	2017-03-31	$0
Other income received	2017-03-31	$0
Noncash contributions received	2017-03-31	$293,340
Net income (gross income less expenses)	2017-03-31	$489,811
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$3,380,234
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$2,890,423
Assets. Value of assets in partnership/joint-venture interests	2017-03-31	$200,000
Total contributions received or receivable from employer(s)	2017-03-31	$200,739
Value of certain deemed distributions of participant loans	2017-03-31	$0
Value of corrective distributions	2017-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-03-31	$4,268
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-03-31	$0
2016 : WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-03-31	$46,873
Expenses. Total of all expenses incurred	2016-03-31	$801,865
Benefits paid (including direct rollovers)	2016-03-31	$801,468
Total plan assets at end of year	2016-03-31	$2,890,423
Total plan assets at beginning of year	2016-03-31	$3,645,415
Value of fidelity bond covering the plan	2016-03-31	$500,000
Other income received	2016-03-31	$-38,377
Net income (gross income less expenses)	2016-03-31	$-754,992
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$2,890,423
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$3,645,415
Assets. Value of assets in partnership/joint-venture interests	2016-03-31	$200,000
Total contributions received or receivable from employer(s)	2016-03-31	$85,250
Expenses. Administrative service providers (salaries,fees and commissions)	2016-03-31	$397
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-31	$0
2015 : WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-03-31	$0
Total plan liabilities at end of year	2015-03-31	$0
Total plan liabilities at beginning of year	2015-03-31	$0
Total income from all sources	2015-03-31	$297,252
Expenses. Total of all expenses incurred	2015-03-31	$6,676
Benefits paid (including direct rollovers)	2015-03-31	$0
Total plan assets at end of year	2015-03-31	$3,645,415
Total plan assets at beginning of year	2015-03-31	$3,354,839
Value of fidelity bond covering the plan	2015-03-31	$500,000
Total contributions received or receivable from participants	2015-03-31	$0
Expenses. Other expenses not covered elsewhere	2015-03-31	$0
Contributions received from other sources (not participants or employers)	2015-03-31	$0
Other income received	2015-03-31	$222,902
Noncash contributions received	2015-03-31	$0
Net income (gross income less expenses)	2015-03-31	$290,576
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$3,645,415
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$3,354,839
Assets. Value of assets in partnership/joint-venture interests	2015-03-31	$200,000
Assets. Value of real-estate (other than employer real property)	2015-03-31	$139,251
Total contributions received or receivable from employer(s)	2015-03-31	$74,350
Value of certain deemed distributions of participant loans	2015-03-31	$0
Value of corrective distributions	2015-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-03-31	$6,676
2014 : WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-03-31	$0
Total plan liabilities at end of year	2014-03-31	$0
Total plan liabilities at beginning of year	2014-03-31	$0
Total income from all sources	2014-03-31	$646,210
Expenses. Total of all expenses incurred	2014-03-31	$2,823
Benefits paid (including direct rollovers)	2014-03-31	$0
Total plan assets at end of year	2014-03-31	$3,354,839
Total plan assets at beginning of year	2014-03-31	$2,711,452
Value of fidelity bond covering the plan	2014-03-31	$500,000
Total contributions received or receivable from participants	2014-03-31	$0
Assets. Value of loans (other than to participants)	2014-03-31	$200,000
Expenses. Other expenses not covered elsewhere	2014-03-31	$0
Contributions received from other sources (not participants or employers)	2014-03-31	$0
Other income received	2014-03-31	$469,424
Noncash contributions received	2014-03-31	$0
Net income (gross income less expenses)	2014-03-31	$643,387
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$3,354,839
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$2,711,452
Assets. Value of real-estate (other than employer real property)	2014-03-31	$149,053
Total contributions received or receivable from employer(s)	2014-03-31	$176,786
Value of certain deemed distributions of participant loans	2014-03-31	$0
Value of corrective distributions	2014-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-03-31	$2,823
2013 : WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-03-31	$0
Total plan liabilities at beginning of year	2013-03-31	$0
Total income from all sources	2013-03-31	$331,758
Expenses. Total of all expenses incurred	2013-03-31	$808
Benefits paid (including direct rollovers)	2013-03-31	$0
Total plan assets at end of year	2013-03-31	$2,711,452
Total plan assets at beginning of year	2013-03-31	$2,380,502
Value of fidelity bond covering the plan	2013-03-31	$500,000
Total contributions received or receivable from participants	2013-03-31	$0
Assets. Value of loans (other than to participants)	2013-03-31	$200,000
Expenses. Other expenses not covered elsewhere	2013-03-31	$808
Contributions received from other sources (not participants or employers)	2013-03-31	$0
Other income received	2013-03-31	$156,599
Noncash contributions received	2013-03-31	$0
Net income (gross income less expenses)	2013-03-31	$330,950
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$2,711,452
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$2,380,502
Assets. Value of real-estate (other than employer real property)	2013-03-31	$149,104
Total contributions received or receivable from employer(s)	2013-03-31	$175,159
Value of certain deemed distributions of participant loans	2013-03-31	$0
Value of corrective distributions	2013-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-03-31	$0
2011 : WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-03-31	$0
Total plan liabilities at end of year	2011-03-31	$0
Total plan liabilities at beginning of year	2011-03-31	$0
Total income from all sources	2011-03-31	$246,496
Expenses. Total of all expenses incurred	2011-03-31	$2,489
Benefits paid (including direct rollovers)	2011-03-31	$0
Total plan assets at end of year	2011-03-31	$2,174,237
Total plan assets at beginning of year	2011-03-31	$1,930,230
Value of fidelity bond covering the plan	2011-03-31	$500,000
Total contributions received or receivable from participants	2011-03-31	$0
Expenses. Other expenses not covered elsewhere	2011-03-31	$0
Contributions received from other sources (not participants or employers)	2011-03-31	$0
Other income received	2011-03-31	$87,505
Noncash contributions received	2011-03-31	$0
Net income (gross income less expenses)	2011-03-31	$244,007
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$2,174,237
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$1,930,230
Assets. Value of participant loans	2011-03-31	$5,213
Assets. Value of assets in partnership/joint-venture interests	2011-03-31	$200,000
Assets. Value of real-estate (other than employer real property)	2011-03-31	$160,230
Total contributions received or receivable from employer(s)	2011-03-31	$158,991
Value of certain deemed distributions of participant loans	2011-03-31	$0
Value of corrective distributions	2011-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-03-31	$2,489
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0

Form 5500 Responses for WEST LAKE BROKERS, INC. PROFIT SHARING PLAN

2021: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Submission has been amended	No
2021-04-01	This submission is the final filing	No
2021-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	No
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement – Insurance	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement – Insurance	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2010: WEST LAKE BROKERS, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Insurance	Yes
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement – Insurance	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

6101625

Policy instance

Insurance contract or identification number	6101625
Number of Individuals Covered	1
Insurance policy start date	2014-04-01
Insurance policy end date	2015-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	JACK NEW AND NANCY NEW

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

6101625

Policy instance

Insurance contract or identification number	6101625
Number of Individuals Covered	1
Insurance policy start date	2014-04-01
Insurance policy end date	2015-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	JACK NEW AND NANCY NEW

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

6101625

Policy instance

Insurance contract or identification number	6101625
Number of Individuals Covered	1
Insurance policy start date	2013-04-01
Insurance policy end date	2014-03-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	JACK NEW AND NANCY NEW

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

6101625

Policy instance

Insurance contract or identification number	6101625
Number of Individuals Covered	2
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	JACK NEW AND NANCY NEW

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

6101625

Policy instance

Insurance contract or identification number	6101625
Number of Individuals Covered	2
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WESTLAKE BROKERS, INC.
Employer identification number (EIN):	942805824
NAIC Classification:	115110

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1982-02-09
Company Identification Number:	C1103573
Legal Registered Office Address:	449 Poppy Hill Road Watsonville United States of America (USA) 95076