Wesleylife 401(K) Profit Sharing Plan — Form 5500 plan (Wesleylife)

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, Wesleylife 401(K) Profit Sharing Plan is a benefit plan reported by Wesleylife under EIN 30-0577845 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,139 participants and $34,542,456 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wesleylife
EIN
30-0577845
Plan number
005
Plan type
2
Location
Johnston, IA
Latest filing year
2023
Participants
2,139
End-of-year plan assets
$34,542,456

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,139H, C20241014122432NAL0026136849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,542,456
Total liabilities (EOY)
$0
Net assets (EOY)
$34,542,456
Net assets (BOY)
$28,762,698

Income & contributions

Employer contributions
$1,287,307
Participant contributions
$3,604,346
Total contributions
$5,767,674
Total income / additions
$10,613,535

Expenses & distributions

Benefits paid
$4,635,476
Administrative expenses
$197,189
Total expenses
$4,833,777
Net increase / (decrease)
$5,779,758

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyNONE$164,774$02023
Accel Wealth ManagementNONE$32,415$02023

Related Form 5500 pages