2023 Form 5500 filing — Westminster Village North Inc. 403b Savings 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 20250715081039NAL0001429699001) for Westminster Village North Inc. 403b Savings Plan, reported by Westminster Village North under EIN 31-1209757 and plan number 001. It reports 733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715081039NAL0001429699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westminster Village North
- EIN
- 31-1209757
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,988,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,988,026
- Employer contributions
- $143,552
- Participant contributions
- $425,287
- Total income / additions
- $1,531,948
- Benefits paid
- $1,518,554
- Administrative expenses
- $13,640
- Total expenses
- $1,532,194
- Net increase / (decrease)
- -$246
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $3,768 | $19,295 |
| Shepherd Financial Inv | NONE | $11,297 | not reported in the loaded dataset |