Westview Nursing Care & Rehabilitation Center, Inc. Savings & Retirement Plan — Form 5500 plan (Westview Nursing Care & Rehabilitation Center, 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, Westview Nursing Care & Rehabilitation Center, Inc. Savings & Retirement Plan is a benefit plan reported by Westview Nursing Care & Rehabilitation Center, Inc. under EIN 06-0912684 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $8,457,284 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Westview Nursing Care & Rehabilitation Center, Inc.
EIN
06-0912684
Plan number
001
Plan type
2
Location
Dayville, CT
Latest filing year
2023
Participants
196
End-of-year plan assets
$8,457,284

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20250430142256NAL0001229475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,457,284
Total liabilities (EOY)
$0
Net assets (EOY)
$8,457,284
Net assets (BOY)
$6,403,011

Income & contributions

Employer contributions
$264,603
Participant contributions
$433,781
Total contributions
$700,700
Total income / additions
$2,247,103

Expenses & distributions

Benefits paid
$150,425
Administrative expenses
$42,405
Total expenses
$192,830
Net increase / (decrease)
$2,054,273

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Twelve Points Wealth Mgt LLCNONE$24,050not reported in the loaded dataset2023
Stancorp Financial GroupNONE$18,591not reported in the loaded dataset2023

Related Form 5500 pages