The Highlands At Wyomissing 403(B) Plan — Form 5500 plan (The Highlands At Wyomissing)
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, The Highlands At Wyomissing 403(B) Plan is a benefit plan reported by The Highlands At Wyomissing under EIN 22-2790840 and plan number 001. The latest loaded filing year is 2023. The filing reports 447 participants and $8,459,574 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Highlands At Wyomissing
- EIN
- 22-2790840
- Plan number
- 001
- Plan type
- 2
- Location
- Wyomissing, PA
- Latest filing year
- 2023
- Participants
- 447
- End-of-year plan assets
- $8,459,574
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 447 | H, C | 20250423130824NAL0005902801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,459,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,459,574
- Net assets (BOY)
- $6,864,918
Income & contributions
- Employer contributions
- $343,322
- Participant contributions
- $699,671
- Total contributions
- $1,140,418
- Total income / additions
- $2,196,501
Expenses & distributions
- Benefits paid
- $554,461
- Administrative expenses
- $43,694
- Total expenses
- $601,845
- Net increase / (decrease)
- $1,594,656
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $30,487 | $0 | 2023 |
| The Mandmarblestone Group LLC | TPA | $12,000 | $3,516 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,207 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Highlands At Wyomissing
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wyomissing, PA
- Empower Annuity Insurance Co. — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation