The Hill At Whitemarsh 403(B) Retirement Plan — Form 5500 plan (Whitemarsh Continuing Care Community)
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 Hill At Whitemarsh 403(B) Retirement Plan is a benefit plan reported by Whitemarsh Continuing Care Community under EIN 83-0344521 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $9,655,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whitemarsh Continuing Care Community
- EIN
- 83-0344521
- Plan number
- 001
- Plan type
- 2
- Location
- Lafayette Hill, PA
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $9,655,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20240827075044NAL0019229584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,655,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,655,018
- Net assets (BOY)
- $7,926,933
Income & contributions
- Employer contributions
- $274,786
- Participant contributions
- $894,522
- Total contributions
- $1,307,589
- Total income / additions
- $2,578,784
Expenses & distributions
- Benefits paid
- $771,854
- Administrative expenses
- $78,845
- Total expenses
- $850,699
- Net increase / (decrease)
- $1,728,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Administrative Servic | NONE | $43,800 | $0 | 2023 |
| The Haverford Trust Company | NONE | $35,045 | not reported in the loaded dataset | 2023 |