2023 Form 5500 filing — Willow Brook 403(B) Retirement 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 20240930110742NAL0005462625001) for Willow Brook 403(B) Retirement Plan, reported by Willow Brook Christian Services under EIN 20-0996799 and plan number 001. It reports 527 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930110742NAL0005462625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willow Brook Christian Services
- EIN
- 20-0996799
- Plan number
- 001
- Location
- Delaware, OH
- Participants
- 527
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,846,645
- Total liabilities (EOY)
- $8,730
- Net assets (EOY)
- $10,837,915
- Employer contributions
- $345,280
- Participant contributions
- $620,553
- Total income / additions
- $2,594,329
- Benefits paid
- $468,546
- Administrative expenses
- $40,956
- Total expenses
- $509,502
- Net increase / (decrease)
- $2,084,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| New Albany Capital Partners, LLC | INVESTMENT | $22,660 | not reported in the loaded dataset |
| Penserv Plan Services, Inc. | RECORDKEEPER | $12,305 | not reported in the loaded dataset |
| Mg Trust Company, LLC | CUSTODIAL | $5,991 | not reported in the loaded dataset |