Wesley Woods Senior Living — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wesley Woods Senior Living (EIN 20-2157051) is a plan sponsor located in Atlanta, GA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-2157051
Location
Atlanta, GA
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Wesley Woods Senior Living

  • 4 loaded plans hold $6.2M in reported assets.
  • The largest, Wesley Woods Senior Living 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 842 reported participants.
  • 1 of 4 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.2MSummed across loaded plans$6,234,864
Total reported assets$6.2M$6,234,864
Total reported participants842
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.2M total assets
Net assets$6.2MLiabilities$0
Contributions & income
Employer contributions$426.3K
Participant contributions$487.7K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$758K
Total expenses$779K
Net increase / (decrease)$905.6K

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Wesley Woods Senior Living 403(B) Plan
Participants per plan211Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 350 participants · 2023
  2. 2
    Wesley Woods Senior Living, Inc. Life Add Dis Incnot reported in the loaded dataset
    Plan #502 · 246 participants · 2023
  3. 3
    Plan #501 · 146 participants · 2023
  4. 4
    Wesley Woods Senior Living Inc- Fsanot reported in the loaded dataset
    Plan #503 · 100 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Wesley Woods Senior Living. Open one for its full reported snapshot.

  1. 2023
    Wesley Woods Senior Living, Inc Health Dental Vision Plan146 participants · 2No schedules
    View filing →
  2. 2023
    Wesley Woods Senior Living, Inc. Life Add Dis Inc246 participants · 2No schedules
    View filing →
  3. 2023
    Wesley Woods Senior Living 403(B) Plan350 participants · 2Sch H
    View filing →
  4. 2023
    Wesley Woods Senior Living Inc- Fsa100 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wesley Woods Senior Living report on Form 5500?
Wesley Woods Senior Living (EIN 20-2157051) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wesley Woods Senior Living?
The Employer Identification Number (EIN) reported for Wesley Woods Senior Living is 20-2157051.
What is the latest Form 5500 filing year for Wesley Woods Senior Living?
The latest loaded Form 5500 filing year for Wesley Woods Senior Living is 2023.

Related Form 5500 pages