Plan5500

Wesley Community Services Organization — 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 Community Services Organization (EIN 31-0537097) is a plan sponsor located in Cincinnati, OH with 2 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
31-0537097
Location
Cincinnati, OH
Loaded plans
2
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 Community Services Organization

  • 2 loaded plans hold $1.2M in reported assets.
  • The largest, 403(B) Thrift Plan Of Wesley Community Services Organization, holds 100% of this company's reported plan assets.
  • Plans cover 286 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.2MSummed across loaded plans$1,248,928
Total reported assets$1.2M$1,248,928
Total reported participants286
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1.2MLiabilities$0
Contributions & income
Employer contributions$155.3K
Participant contributions$248K
Total income / additions$554.4K
Expenses & distributions
Benefits paid / distributions$320.5K
Total expenses$321.4K
Net increase / (decrease)$233K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%403(B) Thrift Plan Of Wesley Community Services Organization
Participants per plan143Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    403(B) Thrift Plan Of Wesley Community Services Organization$1.2M
    Plan #001 · 156 participants · 2023
  2. 2
    Wesley Community Services Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 130 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Wesley Community Services Organization. Open one for its full reported snapshot.

  1. 2023
    Wesley Community Services Health & Welfare Plan130 participants · 2No schedules
    View filing →
  2. 2023
    403(B) Thrift Plan Of Wesley Community Services Organization156 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wesley Community Services Organization report on Form 5500?
Wesley Community Services Organization (EIN 31-0537097) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wesley Community Services Organization?
The Employer Identification Number (EIN) reported for Wesley Community Services Organization is 31-0537097.
What is the latest Form 5500 filing year for Wesley Community Services Organization?
The latest loaded Form 5500 filing year for Wesley Community Services Organization is 2023.

Related Form 5500 pages