The Village At Incarnate Word 403(B) Plan — Form 5500 plan (Incarnate Word Retirement Community, Inc.)
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 Village At Incarnate Word 403(B) Plan is a benefit plan reported by Incarnate Word Retirement Community, Inc. under EIN 74-1109717 and plan number 002. The latest loaded filing year is 2023. The filing reports 396 participants and $4,869,312 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.9MPlan net assets, end of year$4,869,312
Participants396Covered participants reported
Assets / participant$12.3KComputed: assets ÷ participants$12,296 (computed)
Provider compensation$65.3K5 Schedule C provider row(s)$65,292
- Plan sponsor
- Incarnate Word Retirement Community, Inc.
- EIN
- 74-1109717
- Plan number
- 002
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20241003094454NAL0016784512001 |
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)$4.9M total assets
Net assets$4.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,869,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,869,312
- Net assets (BOY)
- $4,460,015
Income & contributions
- Employer contributions
- $81,451
- Participant contributions
- $526,945
- Total contributions
- $658,336
- Total income / additions
- $1,203,307
Expenses & distributions
- Benefits paid
- $730,054
- Administrative expenses
- $63,956
- Total expenses
- $794,010
- Net increase / (decrease)
- $409,297
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
13%87%
Employer 13%Participant 87%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income61%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $35,971 | not reported in the loaded dataset | 2023 |
| Swbc Investment Services, LLC | NONE | $16,388 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group, LLC. | NONE | $1,525 | not reported in the loaded dataset | 2023 |
| Reliance Trust Company | NONE | $0 | $1,408 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Incarnate Word Retirement Community, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Stancorp Financial Group — Schedule C compensation
- Swbc Investment Services, LLC — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Pensionmark Financial Group, LLC. — Schedule C compensation
- Reliance Trust Company — Schedule C compensation