Wesley Housing Corporation Of Memphis, Inc. Employee'S Retirement Plan — Form 5500 plan (Wesley Housing Corporation Of Memphis, 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, Wesley Housing Corporation Of Memphis, Inc. Employee'S Retirement Plan is a benefit plan reported by Wesley Housing Corporation Of Memphis, Inc. under EIN 23-7046413 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $2,649,985 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wesley Housing Corporation Of Memphis, Inc.
- EIN
- 23-7046413
- Plan number
- 001
- Plan type
- 2
- Location
- Cordova, TN
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $2,649,985
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20241011093741NAL0036538704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,649,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,649,985
- Net assets (BOY)
- $2,898,042
Income & contributions
- Employer contributions
- $121,438
- Participant contributions
- $277,206
- Total contributions
- $398,644
- Total income / additions
- $823,894
Expenses & distributions
- Benefits paid
- $1,000,954
- Administrative expenses
- $70,997
- Total expenses
- $1,071,951
- Net increase / (decrease)
- -$248,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,574 | $180 | 2023 |
| First Horizon Advisors Inc | INVESTMENT ADVISORY | $22,423 | $4 | 2023 |
| Dauby O'Connor & Zaleski, LLC | ACCOUNTANT | $0 | $5,625 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wesley Housing Corporation Of Memphis, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Cordova, TN
- Principal Life Insurance Company — Schedule C compensation
- First Horizon Advisors Inc — Schedule C compensation
- Dauby O'Connor & Zaleski, LLC — Schedule C compensation