2023 Form 5500 filing — Wesley Health Care Center, Inc. 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726162109NAL0010406147001) for Wesley Health Care Center, Inc. 401(K) Savings Plan, reported by Wesley Health Care Center, Inc. under EIN 22-2467092 and plan number 001. It reports 491 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726162109NAL0010406147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wesley Health Care Center, Inc.
- EIN
- 22-2467092
- Plan number
- 001
- Location
- Saratoga Springs, NY
- Participants
- 491
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,624,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,624,214
- Employer contributions
- $206,567
- Participant contributions
- $637,751
- Total income / additions
- $2,374,011
- Benefits paid
- $1,670,300
- Administrative expenses
- $41,785
- Total expenses
- $1,712,085
- Net increase / (decrease)
- $661,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crescent Hill Partners LLC | ADVISOR | $25,869 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $15,155 | $0 |