Westhill Financial Advisors, Inc. 401(k) Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 17, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

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Sponsored by Westhill Financial Advisors, Inc. · California · Finance & Insurance

What the 2023 filing shows

Westhill Financial Advisors, Inc. 401(k) Plan holds N/A for 10 participants.

N/A
total plan assets (2022 EOY): 10
covered participants

Total Assets (2023)

N/A

Participants

State

California

Industry

Finance & Insurance

What the Filing Says About Westhill Financial Advisors, Inc. 401(k) Plan

Westhill Financial Advisors, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Westhill Financial Advisors, Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 10 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 208060365, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	N/A
Total Assets (End of Year)	N/A
Net Assets (End of Year)	N/A
Plan Type	401(k)
Employer EIN	208060365
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

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Related Data

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Frequently Asked Questions

How much money is in the Westhill Financial Advisors, Inc. 401(k) Plan? ▼

As of the 2022 Form 5500 filing, Westhill Financial Advisors, Inc. 401(k) Plan holds N/A in total assets with 10 participants. It is sponsored by Westhill Financial Advisors, Inc..

What type of plan is Westhill Financial Advisors, Inc. 401(k) Plan? ▼

Westhill Financial Advisors, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 208060365.

Who sponsors the Westhill Financial Advisors, Inc. 401(k) Plan? ▼

Westhill Financial Advisors, Inc. 401(k) Plan is sponsored by Westhill Financial Advisors, Inc., located in California. The sponsor's EIN is 208060365 and the plan operates in the Finance & Insurance industry.

How did Westhill Financial Advisors, Inc. 401(k) Plan perform in 2022? ▼

Westhill Financial Advisors, Inc. 401(k) Plan held N/A in total assets at the end of 2022.

Where can I find official filings for Westhill Financial Advisors, Inc. 401(k) Plan? ▼

Official Form 5500 filings for Westhill Financial Advisors, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 208060365 or plan name at efast.dol.gov.

How does Westhill Financial Advisors, Inc. 401(k) Plan compare to other plans? ▼

You can compare Westhill Financial Advisors, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.