Wesley Family Services 401(K) Retirement Plan — Form 5500 plan (Wesley Family Services)
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 Family Services 401(K) Retirement Plan is a benefit plan reported by Wesley Family Services under EIN 82-0653875 and plan number 004. The latest loaded filing year is 2023. The filing reports 782 participants and $25,520,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wesley Family Services
- EIN
- 82-0653875
- Plan number
- 004
- Plan type
- 2
- Location
- Wilkinsburg, PA
- Latest filing year
- 2023
- Participants
- 782
- End-of-year plan assets
- $25,520,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 782 | H, C | 20250316123807NAL0000376627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,520,477
- Net assets (EOY)
- $25,520,477
- Net assets (BOY)
- $21,470,763
Income & contributions
- Employer contributions
- $786,178
- Participant contributions
- $1,487,291
- Total contributions
- $2,420,286
- Total income / additions
- $5,471,380
Expenses & distributions
- Benefits paid
- $1,315,820
- Administrative expenses
- $105,846
- Total expenses
- $1,421,666
- Net increase / (decrease)
- $4,049,714
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fort Pitt Capital Group LLC | INVESTMENT ADVISOR | $54,536 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,465 | $0 | 2023 |
| Definiti, LLC | TPA | $38,271 | $0 | 2023 |