2023 Form 5500 filing — Westerwood 401(K) 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 20250327064804NAL0017254097001) for Westerwood 401(K) Plan, reported by Friendship Village Of Columbus, Ohio, Inc. under EIN 31-0892356 and plan number 003. It reports 252 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)$2.8MReported net assets$2,789,556
Participants252
Provider compensation$22K2 Schedule C row(s)$22,017
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250327064804NAL0017254097001
- Plan sponsor
- Friendship Village Of Columbus, Ohio, Inc.
- EIN
- 31-0892356
- Plan number
- 003
- Location
- Columbus, OH
- 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)$2.8M total assets
Net assets$2.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,789,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,789,556
- Employer contributions
- $138,438
- Participant contributions
- $354,123
- Total income / additions
- $860,494
- Benefits paid
- $621,612
- Administrative expenses
- $19,278
- Total expenses
- $665,632
- Net increase / (decrease)
- $194,862
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,757 | $0 |
| Everhart Financial Group Inc Everha | INVESTMENT ADVISOR | $9,260 | not reported in the loaded dataset |