2023 Form 5500 filing — The Village At Incarnate Word 403(B) 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 20241003094454NAL0016784512001) for The Village At Incarnate Word 403(B) Plan, reported by Incarnate Word Retirement Community, Inc. under EIN 74-1109717 and plan number 002. It reports 396 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)$4.9MReported net assets$4,869,312
Participants396
Provider compensation$65.3K5 Schedule C row(s)$65,292
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003094454NAL0016784512001
- Plan sponsor
- Incarnate Word Retirement Community, Inc.
- EIN
- 74-1109717
- Plan number
- 002
- Location
- San Antonio, TX
- Received date
- not reported in the loaded dataset
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)$4.9M total assets
Net assets$4.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,869,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,869,312
- Employer contributions
- $81,451
- Participant contributions
- $526,945
- Total income / additions
- $1,203,307
- Benefits paid
- $730,054
- Administrative expenses
- $63,956
- Total expenses
- $794,010
- Net increase / (decrease)
- $409,297
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $35,971 | not reported in the loaded dataset |
| Swbc Investment Services, LLC | NONE | $16,388 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $10,000 | not reported in the loaded dataset |
| Pensionmark Financial Group, LLC. | NONE | $1,525 | not reported in the loaded dataset |
| Reliance Trust Company | NONE | $0 | $1,408 |