2023 Form 5500 filing — Wendell Foster'S Campus For Developmental Disabilities, 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 20241125083431NAL0004443073001) for Wendell Foster'S Campus For Developmental Disabilities, Inc. 403(B) Plan, reported by Wendell Foster'S Campus For Developmental Disabilities, Inc. under EIN 61-0490868 and plan number 001. It reports 393 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)$13.3MReported net assets$13,269,235

Participants393

Provider compensation$80.5K4 Schedule C row(s)$80,506

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241125083431NAL0004443073001
Plan sponsor: Wendell Foster'S Campus For Developmental Disabilities, Inc.
EIN: 61-0490868
Plan number: 001
Location: Owensboro, KY
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)$13.3M total assets

Net assets$13.3MLiabilities—

Money in vs. money out

Total income / additions$3M

Total expenses$871.5K

Benefits paid / distributions$813.9K

Contributions

Employer$529.6K

Participant$707.1K

Full reported line items

Total assets (EOY): $13,269,235
Net assets (EOY): $13,269,235
Employer contributions: $529,585
Participant contributions: $707,116
Total income / additions: $3,009,510
Benefits paid: $813,901
Administrative expenses: $57,603
Total expenses: $871,504
Net increase / (decrease): $2,138,006

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$57.6K
CONTRACT ADMINISTRATOR · Direct $57.6K · Indirect $0
2
Edward Jones$17.1K
ADVISOR · Direct $0 · Indirect $17.1K
3
Retirement Management Services, LLC$5.8K
THIRD PARTY ADMINISTRATOR · Direct $0 · Indirect $5.8K
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241125083431NAL0004443073001 cover?: It is the 2023 Form 5500 filing for Wendell Foster'S Campus For Developmental Disabilities, Inc. 403(B) Plan, reported by Wendell Foster'S Campus For Developmental Disabilities, Inc. (EIN 61-0490868).
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).