2023 Form 5500 filing — The Mary Wade Home, Inc. 403(B) 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 20240916135056NAL0002181760001) for The Mary Wade Home, Inc. 403(B) Savings Plan, reported by The Mary Wade Home, Inc. under EIN 06-0662192 and plan number 002. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916135056NAL0002181760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mary Wade Home, Inc.
- EIN
- 06-0662192
- Plan number
- 002
- Location
- New Haven, CT
- Participants
- 385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,175,256
- Total liabilities (EOY)
- $10,375
- Net assets (EOY)
- $4,164,881
- Employer contributions
- $108,312
- Participant contributions
- $370,360
- Total income / additions
- $1,120,152
- Benefits paid
- $345,021
- Administrative expenses
- $27,758
- Total expenses
- $372,779
- Net increase / (decrease)
- $747,373
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $18,120 | $0 |
| The Pension Service, Inc. | CONTRACTADMIN | $9,637 | $0 |