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, Shenandoah Valley Westminster-Canterbury 403(B) Retirement Plan is a benefit plan reported by Westminster-Canterbury Of Winchester, Inc under EIN 52-1266582 and plan number 001. The latest loaded filing year is 2023. The filing reports 347 participants and $10,713,738 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,713,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,713,738
- Net assets (BOY)
- $8,927,762
Income & contributions
- Employer contributions
- $372,047
- Participant contributions
- $704,725
- Total contributions
- $1,087,829
- Total income / additions
- $2,693,410
Expenses & distributions
- Benefits paid
- $832,394
- Administrative expenses
- $69,609
- Total expenses
- $907,434
- Net increase / (decrease)
- $1,785,976