2023 Form 5500 filing — The Wesley Communities 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 20250709101130NAL0004659441001) for The Wesley Communities 403(B) Plan, reported by The Wesley Communities under EIN 31-0711146 and plan number 001. It reports 934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250709101130NAL0004659441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Wesley Communities
- EIN
- 31-0711146
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 934
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $630,486
- Benefits paid
- $514,741
- Administrative expenses
- $21,020
- Total expenses
- $535,761
- Net increase / (decrease)
- $94,725
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower | RECORD KEEPER | $21,958 | $0 |
| Definiti LLC | TPA | $0 | $2,222 |