Wsfssh 403(B) Retirement Savings Plan — Form 5500 plan (West Side Federation For Senior And Supportive Housing, 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, Wsfssh 403(B) Retirement Savings Plan is a benefit plan reported by West Side Federation For Senior And Supportive Housing, Inc. under EIN 13-2926433 and plan number 001. The latest loaded filing year is 2023. The filing reports 524 participants and $20,762,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Side Federation For Senior And Supportive Housing, Inc.
- EIN
- 13-2926433
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 524
- End-of-year plan assets
- $20,762,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 524 | H, C | 20241015151716NAL0056903218001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,762,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,762,323
- Net assets (BOY)
- $17,891,887
Income & contributions
- Employer contributions
- $417,995
- Participant contributions
- $1,317,955
- Total contributions
- $1,767,128
- Total income / additions
- $4,416,015
Expenses & distributions
- Benefits paid
- $1,441,396
- Administrative expenses
- $104,183
- Total expenses
- $1,545,579
- Net increase / (decrease)
- $2,870,436
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORD-KEEPER | $51,624 | $0 | 2023 |
| Cerity Partners | INVESTMENT ADVISOR | $45,113 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $7,266 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West Side Federation For Senior And Supportive Housing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Newport Group, Inc. — Schedule C compensation
- Cerity Partners — Schedule C compensation
- Newport Trust Company — Schedule C compensation