2023 Form 5500 filing — Westhills Village 401(K) Retirement 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 20240918163401NAL0008314496001) for Westhills Village 401(K) Retirement Savings Plan, reported by Presbyterian Retirement Village Of Rapid City, Inc. Dba Westhills Vill under EIN 46-0354383 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918163401NAL0008314496001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Presbyterian Retirement Village Of Rapid City, Inc. Dba Westhills Vill
- EIN
- 46-0354383
- Plan number
- 001
- Location
- Rapid City, SD
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,220,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,220,986
- Employer contributions
- $223,919
- Participant contributions
- $364,551
- Total income / additions
- $1,900,940
- Benefits paid
- $1,162,323
- Administrative expenses
- $63,301
- Total expenses
- $1,225,624
- Net increase / (decrease)
- $675,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,580 | $0 |
| First Interstate Wealth Management | OTHER | $23,993 | not reported in the loaded dataset |
| Ketel Thorstenson, Llp | AUDITOR | $8,762 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,218 | not reported in the loaded dataset |