2023 Form 5500 filing — Wesley Homes 403(B) Thrift 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 20240823105503NAL0003624435001) for Wesley Homes 403(B) Thrift Plan, reported by Wesley Homes under EIN 91-0583380 and plan number 001. It reports 586 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823105503NAL0003624435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wesley Homes
- EIN
- 91-0583380
- Plan number
- 001
- Location
- Kent, WA
- Participants
- 586
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,630,380
- Net assets (EOY)
- $17,630,380
- Employer contributions
- $615,398
- Participant contributions
- $1,287,342
- Total income / additions
- $4,184,778
- Benefits paid
- $1,895,901
- Administrative expenses
- $61,682
- Total expenses
- $1,957,583
- Net increase / (decrease)
- $2,227,195
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors, Inc. | NONE | $37,500 | $0 |
| Usi Consulting Group, Inc | NONE | $24,109 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $3,559 |
| Charles Schwab Co., Inc. | NONE | $0 | $0 |