2023 Form 5500 filing — Westminster Village, Inc. 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 20241015122546NAL0014622371001) for Westminster Village, Inc. 403(B) Plan, reported by Westminster Village, Inc. under EIN 86-0424020 and plan number 001. It reports 371 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)$3.6MReported net assets$3,641,412
Participants371
Provider compensation$33.9K3 Schedule C row(s)$33,915
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015122546NAL0014622371001
- Plan sponsor
- Westminster Village, Inc.
- EIN
- 86-0424020
- Plan number
- 001
- Location
- Scottsdale, AZ
- 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)$3.6M total assets
Net assets$3.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,641,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,641,412
- Employer contributions
- $62,344
- Participant contributions
- $340,923
- Total income / additions
- $964,814
- Benefits paid
- $181,383
- Administrative expenses
- $33,817
- Total expenses
- $215,200
- Net increase / (decrease)
- $749,614
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | NONE | $17,586 | $98 |
| Cbiz Investment Advisory Svcs., LLC | NONE | $13,087 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance Services | NONE | $3,144 | not reported in the loaded dataset |