Willow Brook 403(B) Retirement Plan — Form 5500 plan (Willow Brook Christian Services)
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, Willow Brook 403(B) Retirement Plan is a benefit plan reported by Willow Brook Christian Services under EIN 20-0996799 and plan number 001. The latest loaded filing year is 2023. The filing reports 527 participants and $10,846,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Willow Brook Christian Services
- EIN
- 20-0996799
- Plan number
- 001
- Plan type
- 2
- Location
- Delaware, OH
- Latest filing year
- 2023
- Participants
- 527
- End-of-year plan assets
- $10,846,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 527 | H, C | 20240930110742NAL0005462625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,846,645
- Total liabilities (EOY)
- $8,730
- Net assets (EOY)
- $10,837,915
- Net assets (BOY)
- $8,753,088
Income & contributions
- Employer contributions
- $345,280
- Participant contributions
- $620,553
- Total contributions
- $965,833
- Total income / additions
- $2,594,329
Expenses & distributions
- Benefits paid
- $468,546
- Administrative expenses
- $40,956
- Total expenses
- $509,502
- Net increase / (decrease)
- $2,084,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| New Albany Capital Partners, LLC | INVESTMENT | $22,660 | not reported in the loaded dataset | 2023 |
| Penserv Plan Services, Inc. | RECORDKEEPER | $12,305 | not reported in the loaded dataset | 2023 |
| Mg Trust Company, LLC | CUSTODIAL | $5,991 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Willow Brook Christian Services
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Delaware, OH
- New Albany Capital Partners, LLC — Schedule C compensation
- Penserv Plan Services, Inc. — Schedule C compensation
- Mg Trust Company, LLC — Schedule C compensation