2023 Form 5500 filing — Westminster Village West Lafayette Inc. 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 20250408152100NAL0018262945001) for Westminster Village West Lafayette Inc. 401(K) Plan, reported by Westminster Village West Lafayette Incorporated under EIN 31-1002846 and plan number 003. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408152100NAL0018262945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westminster Village West Lafayette Incorporated
- EIN
- 31-1002846
- Plan number
- 003
- Location
- West Lafayette, IN
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,244,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,244,025
- Employer contributions
- $177,030
- Participant contributions
- $347,001
- Total income / additions
- $971,831
- Benefits paid
- $274,809
- Administrative expenses
- $2,894
- Total expenses
- $277,703
- Net increase / (decrease)
- $694,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement And Annuity Company | SERVICE PROVIDER | $666 | $2,816 |
| Morningstar | INVESTMENT ADVISORY | $183 | $0 |