2023 Form 5500 filing — Westchester Institute For Human Development 403(B) Dc 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 20240815102111NAL0013018945001) for Westchester Institute For Human Development 403(B) Dc Plan, reported by Westchester Institute For Human Development under EIN 20-0738248 and plan number 001. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815102111NAL0013018945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westchester Institute For Human Development
- EIN
- 20-0738248
- Plan number
- 001
- Location
- Valhalla, NY
- Participants
- 296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,024,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,024,043
- Employer contributions
- $277,439
- Participant contributions
- $1,065,629
- Total income / additions
- $3,731,767
- Benefits paid
- $1,035,406
- Administrative expenses
- $115,768
- Total expenses
- $1,151,174
- Net increase / (decrease)
- $2,580,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rjc Wealth Management, LLC | ADVISOR | $66,378 | not reported in the loaded dataset |
| Tiaa-Cref | RECORDKEEPER | $49,839 | $0 |