Wesley Commons 403(B) Retirement Savings Plan — Form 5500 plan (Wesley Commons)
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, Wesley Commons 403(B) Retirement Savings Plan is a benefit plan reported by Wesley Commons under EIN 57-0524661 and plan number 002. The latest loaded filing year is 2023. The filing reports 322 participants and $9,055,610 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.1MPlan net assets, end of year$9,055,610
Participants322Covered participants reported
Assets / participant$28.1KComputed: assets ÷ participants$28,123 (computed)
Provider compensation$50.2K1 Schedule C provider row(s)$50,236
- Plan sponsor
- Wesley Commons
- EIN
- 57-0524661
- Plan number
- 002
- Plan type
- 2
- Location
- Greenwood, SC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 322 | H, C | 20250110083743NAL0013771905001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.1M total assets
Net assets$9.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,055,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,055,610
- Net assets (BOY)
- $7,436,005
Income & contributions
- Employer contributions
- $247,470
- Participant contributions
- $455,618
- Total contributions
- $703,088
- Total income / additions
- $2,083,726
Expenses & distributions
- Benefits paid
- $412,087
- Administrative expenses
- $52,034
- Total expenses
- $464,121
- Net increase / (decrease)
- $1,619,605
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Plan Company | NONE | $50,236 | not reported in the loaded dataset | 2023 |