2023 Form 5500 filing — The Highlands At Wyomissing 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 20250423130824NAL0005902801001) for The Highlands At Wyomissing 403(B) Plan, reported by The Highlands At Wyomissing under EIN 22-2790840 and plan number 001. It reports 447 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250423130824NAL0005902801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Highlands At Wyomissing
- EIN
- 22-2790840
- Plan number
- 001
- Location
- Wyomissing, PA
- Participants
- 447
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,459,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,459,574
- Employer contributions
- $343,322
- Participant contributions
- $699,671
- Total income / additions
- $2,196,501
- Benefits paid
- $554,461
- Administrative expenses
- $43,694
- Total expenses
- $601,845
- Net increase / (decrease)
- $1,594,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $30,487 | $0 |
| The Mandmarblestone Group LLC | TPA | $12,000 | $3,516 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,207 | not reported in the loaded dataset |