2023 Form 5500 filing — Wesley Spectrum Services 403(B) 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 20241015132245NAL0014709923001) for Wesley Spectrum Services 403(B) Savings Plan, reported by Wesley Spectrum Services under EIN 25-1180602 and plan number 002. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132245NAL0014709923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wesley Spectrum Services
- EIN
- 25-1180602
- Plan number
- 002
- Location
- Wilkinsburg, PA
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,100,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,100,668
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $1,917,128
- Benefits paid
- $1,156,988
- Administrative expenses
- $304
- Total expenses
- $1,157,292
- Net increase / (decrease)
- $759,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fort Pitt Capital Group LLC | INVESTMENT ADVISOR | $16,519 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORD KEEPER | $1,006 | $0 |