Wesbury United Methodist Community Retirement Savings Plan — Form 5500 plan (Wesbury United Methodist Community)
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, Wesbury United Methodist Community Retirement Savings Plan is a benefit plan reported by Wesbury United Methodist Community under EIN 25-0425760 and plan number 002. The latest loaded filing year is 2023. The filing reports 479 participants and $10,797,972 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wesbury United Methodist Community
- EIN
- 25-0425760
- Plan number
- 002
- Plan type
- 2
- Location
- Meadville, PA
- Latest filing year
- 2023
- Participants
- 479
- End-of-year plan assets
- $10,797,972
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 479 | H, C | 20241002090838NAL0003912643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,797,972
- Total liabilities (EOY)
- $30,218
- Net assets (EOY)
- $10,767,754
- Net assets (BOY)
- $9,480,640
Income & contributions
- Employer contributions
- $207,127
- Participant contributions
- $488,639
- Total contributions
- $747,431
- Total income / additions
- $2,381,628
Expenses & distributions
- Benefits paid
- $1,044,005
- Administrative expenses
- $50,509
- Total expenses
- $1,094,514
- Net increase / (decrease)
- $1,287,114
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Definiti LLC | RECORDKEEPER | $27,983 | not reported in the loaded dataset | 2023 |
| Northwest Bank | CUSTODIAN | $21,938 | not reported in the loaded dataset | 2023 |