2023 Form 5500 filing — Westminster Services, 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 20241127093007NAL0006616065001) for Westminster Services, Inc. 403(B) Plan, reported by Westminster Services, Inc. under EIN 59-3614812 and plan number 002. It reports 4,275 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)$31.4MReported net assets$31,376,710
Participants4.3K4,275
Provider compensation$189.5K2 Schedule C row(s)$189,523
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241127093007NAL0006616065001
Plan sponsor
Westminster Services, Inc.
EIN
59-3614812
Plan number
002
Location
Orlando, FL
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)$31.4M total assets
Net assets$31.4MLiabilities
Money in vs. money out
Total income / additions$10.9M
Total expenses$3.1M
Benefits paid / distributions$2.9M
Contributions
Employer$1.9M
Participant$4.7M
Full reported line items
Total assets (EOY)
$31,376,710
Net assets (EOY)
$31,376,710
Employer contributions
$1,942,306
Participant contributions
$4,672,135
Total income / additions
$10,930,471
Benefits paid
$2,854,011
Administrative expenses
$188,398
Total expenses
$3,053,109
Net increase / (decrease)
$7,877,362
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $189.5K · Indirect $0
  2. 2
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241127093007NAL0006616065001 cover?
It is the 2023 Form 5500 filing for Westminster Services, Inc. 403(B) Plan, reported by Westminster Services, Inc. (EIN 59-3614812).
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).

Related Form 5500 pages