The Altenheim 401(K) Plan — Form 5500 plan (West Side Deutscher Frauen Verein, Dba The Altenheim)

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 Altenheim 401(K) Plan is a benefit plan reported by West Side Deutscher Frauen Verein, Dba The Altenheim under EIN 34-0726068 and plan number 002. The latest loaded filing year is 2023. The filing reports 298 participants and $5,513,590 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
West Side Deutscher Frauen Verein, Dba The Altenheim
EIN
34-0726068
Plan number
002
Plan type
2
Location
Strongsville, OH
Latest filing year
2023
Participants
298
End-of-year plan assets
$5,513,590

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023298H, C20241010130808NAL0020117105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,513,590
Total liabilities (EOY)
$0
Net assets (EOY)
$5,513,590
Net assets (BOY)
$4,879,765

Income & contributions

Employer contributions
$170,675
Participant contributions
$244,263
Total contributions
$441,234
Total income / additions
$1,152,278

Expenses & distributions

Benefits paid
$486,035
Administrative expenses
$32,418
Total expenses
$518,453
Net increase / (decrease)
$633,825

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Huntington National BankADVISOR$14,045not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$13,435$02023

Related Form 5500 pages