2023 Form 5500 filing — Well-Spring Retirement Community, Inc. Tax-Deferred 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 20240923115118NAL0011314209001) for Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan, reported by Well-Spring Retirement Community, Inc. under EIN 56-1497371 and plan number 001. It reports 1,076 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.3MReported net assets$15,300,964
Participants1.1K1,076
Provider compensation$57.2K1 Schedule C row(s)$57,218
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923115118NAL0011314209001
Plan sponsor
Well-Spring Retirement Community, Inc.
EIN
56-1497371
Plan number
001
Location
Greensboro, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.3M total assets
Net assets$15.3MLiabilities
Money in vs. money out
Total income / additions$3M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$294.1K
Participant$818.4K
Full reported line items
Total assets (EOY)
$15,300,964
Net assets (EOY)
$15,300,964
Employer contributions
$294,120
Participant contributions
$818,422
Total income / additions
$2,993,428
Benefits paid
$1,144,295
Administrative expenses
$57,218
Total expenses
$1,219,253
Net increase / (decrease)
$1,774,175
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $57.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923115118NAL0011314209001 cover?
It is the 2023 Form 5500 filing for Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan, reported by Well-Spring Retirement Community, Inc. (EIN 56-1497371).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages