Walpole Area Visiting Nurse Association 403(B) Retirement Plan — Form 5500 plan (Walpole Area Visiting Nurse Association, Inc.)
Plain-English plan 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, Walpole Area Visiting Nurse Association 403(B) Retirement Plan is a benefit plan reported by Walpole Area Visiting Nurse Association, Inc. under EIN 04-2104425 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $4,222,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walpole Area Visiting Nurse Association, Inc.
- EIN
- 04-2104425
- Plan number
- 001
- Plan type
- 2
- Location
- Walpole, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20241003170009NAL0017640640001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $4,222,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,222,230
- Net assets (BOY)
- $3,723,668
Income & contributions
- Participant contributions
- $442,439
- Total contributions
- $572,718
- Total income / additions
- $1,172,414
Expenses & distributions
- Benefits paid
- $641,841
- Administrative expenses
- $32,011
- Total expenses
- $673,852
- Net increase / (decrease)
- $498,562
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,010 | $0 | 2023 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $17,958 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Walpole Area Visiting Nurse Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Walpole, MA
- Principal Life Insurance Company — Schedule C compensation
- Edward Jones — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation