Plan5500

Wesley Spectrum Services 403(B) Savings Plan — Form 5500 plan (Wesley Spectrum 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, Wesley Spectrum Services 403(B) Savings Plan is a benefit plan reported by Wesley Spectrum Services under EIN 25-1180602 and plan number 002. The latest loaded filing year is 2023. The filing reports 231 participants and $12,100,668 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wesley Spectrum Services
EIN
25-1180602
Plan number
002
Plan type
2
Location
Wilkinsburg, PA
Latest filing year
2023
Participants
231
End-of-year plan assets
$12,100,668

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20241015132245NAL0014709923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,100,668
Total liabilities (EOY)
$0
Net assets (EOY)
$12,100,668
Net assets (BOY)
$11,340,832

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$1,917,128

Expenses & distributions

Benefits paid
$1,156,988
Administrative expenses
$304
Total expenses
$1,157,292
Net increase / (decrease)
$759,836

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fort Pitt Capital Group LLCINVESTMENT ADVISOR$16,519not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORD KEEPER$1,006$02023

Related Form 5500 pages