2023 Form 5500 filing — Wingspan Care Group Defined Benefit Retirement 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 20250627083435NAL0009183057001) for Wingspan Care Group Defined Benefit Retirement Plan, reported by Wingspan Care Group under EIN 56-2327939 and plan number 002. It reports 670 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)$28.6MReported net assets$28,605,989
Participants670
Provider compensation$136.1K2 Schedule C row(s)$136,069
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250627083435NAL0009183057001
- Plan sponsor
- Wingspan Care Group
- EIN
- 56-2327939
- Plan number
- 002
- Location
- Shaker Heights, 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)$28.6M total assets
Net assets$28.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $28,605,989
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,605,989
- Employer contributions
- $310,000
- Participant contributions
- $164,390
- Total income / additions
- $3,657,375
- Benefits paid
- $402,855
- Administrative expenses
- $137,366
- Total expenses
- $540,221
- Net increase / (decrease)
- $3,117,154
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Grp Financial | NONE | $113,214 | not reported in the loaded dataset |
| Matrix Trust Company | TRUSTEE | $22,855 | not reported in the loaded dataset |