2023 Form 5500 filing — Wesley Commons 403(B) Retirement 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 20250110083743NAL0013771905001) for Wesley Commons 403(B) Retirement Savings Plan, reported by Wesley Commons under EIN 57-0524661 and plan number 002. It reports 322 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)$9.1MReported net assets$9,055,610
Participants322
Provider compensation$50.2K1 Schedule C row(s)$50,236
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250110083743NAL0013771905001
- Plan sponsor
- Wesley Commons
- EIN
- 57-0524661
- Plan number
- 002
- Location
- Greenwood, SC
- 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)$9.1M total assets
Net assets$9.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,055,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,055,610
- Employer contributions
- $247,470
- Participant contributions
- $455,618
- Total income / additions
- $2,083,726
- Benefits paid
- $412,087
- Administrative expenses
- $52,034
- Total expenses
- $464,121
- Net increase / (decrease)
- $1,619,605
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Retirement Plan Company | NONE | $50,236 | not reported in the loaded dataset |