Westchester Institute For Human Development 403(B) Dc Plan — Form 5500 plan (Westchester Institute For Human Development)
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, Westchester Institute For Human Development 403(B) Dc Plan is a benefit plan reported by Westchester Institute For Human Development under EIN 20-0738248 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $19,024,043 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westchester Institute For Human Development
- EIN
- 20-0738248
- Plan number
- 001
- Plan type
- 2
- Location
- Valhalla, NY
- Latest filing year
- 2023
- Participants
- 296
- End-of-year plan assets
- $19,024,043
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20240815102111NAL0013018945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,024,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,024,043
- Net assets (BOY)
- $16,443,450
Income & contributions
- Employer contributions
- $277,439
- Participant contributions
- $1,065,629
- Total contributions
- $1,364,228
- Total income / additions
- $3,731,767
Expenses & distributions
- Benefits paid
- $1,035,406
- Administrative expenses
- $115,768
- Total expenses
- $1,151,174
- Net increase / (decrease)
- $2,580,593
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rjc Wealth Management, LLC | ADVISOR | $66,378 | not reported in the loaded dataset | 2023 |
| Tiaa-Cref | RECORDKEEPER | $49,839 | $0 | 2023 |