Wesley Homes 403(B) Thrift Plan — Form 5500 plan (Wesley Homes)
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 Homes 403(B) Thrift Plan is a benefit plan reported by Wesley Homes under EIN 91-0583380 and plan number 001. The latest loaded filing year is 2023. The filing reports 586 participants and $17,630,380 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wesley Homes
- EIN
- 91-0583380
- Plan number
- 001
- Plan type
- 2
- Location
- Kent, WA
- Latest filing year
- 2023
- Participants
- 586
- End-of-year plan assets
- $17,630,380
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 586 | H, C | 20240823105503NAL0003624435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,630,380
- Net assets (EOY)
- $17,630,380
- Net assets (BOY)
- $15,403,185
Income & contributions
- Employer contributions
- $615,398
- Participant contributions
- $1,287,342
- Total contributions
- $1,911,469
- Total income / additions
- $4,184,778
Expenses & distributions
- Benefits paid
- $1,895,901
- Administrative expenses
- $61,682
- Total expenses
- $1,957,583
- Net increase / (decrease)
- $2,227,195
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors, Inc. | NONE | $37,500 | $0 | 2023 |
| Usi Consulting Group, Inc | NONE | $24,109 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $3,559 | 2023 |
| Charles Schwab Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wesley Homes
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Kent, WA
- Usi Advisors, Inc. — Schedule C compensation
- Usi Consulting Group, Inc — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab Co., Inc. — Schedule C compensation