The Wesley Communities 403(B) Plan — Form 5500 plan (The Wesley Communities)

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 Wesley Communities 403(B) Plan is a benefit plan reported by The Wesley Communities under EIN 31-0711146 and plan number 001. The latest loaded filing year is 2023. The filing reports 934 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Wesley Communities
EIN
31-0711146
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
934
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023934H, C20250709101130NAL0004659441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$5,554,902

Income & contributions

Total contributions
$0
Total income / additions
$630,486

Expenses & distributions

Benefits paid
$514,741
Administrative expenses
$21,020
Total expenses
$535,761
Net increase / (decrease)
$94,725

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
EmpowerRECORD KEEPER$21,958$02023
Definiti LLCTPA$0$2,2222023

Related Form 5500 pages