Westminster Village North Inc. 403b Savings Plan — Form 5500 plan (Westminster Village North)
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, Westminster Village North Inc. 403b Savings Plan is a benefit plan reported by Westminster Village North under EIN 31-1209757 and plan number 001. The latest loaded filing year is 2023. The filing reports 733 participants and $3,988,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westminster Village North
- EIN
- 31-1209757
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 733
- End-of-year plan assets
- $3,988,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 733 | H, C | 20250715081039NAL0001429699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,988,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,988,026
- Net assets (BOY)
- $3,988,272
Income & contributions
- Employer contributions
- $143,552
- Participant contributions
- $425,287
- Total contributions
- $569,695
- Total income / additions
- $1,531,948
Expenses & distributions
- Benefits paid
- $1,518,554
- Administrative expenses
- $13,640
- Total expenses
- $1,532,194
- Net increase / (decrease)
- -$246
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $3,768 | $19,295 | 2023 |
| Shepherd Financial Inv | NONE | $11,297 | not reported in the loaded dataset | 2023 |