2023 Form 5500 filing — Ingleside 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726083421NAL0015697825001) for Ingleside 401(K) Plan, reported by Westminster Ingleside King Farm Presbyterian Rtrmt Communities, Inc. under EIN 45-3825159 and plan number 001. It reports 821 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726083421NAL0015697825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westminster Ingleside King Farm Presbyterian Rtrmt Communities, Inc.
- EIN
- 45-3825159
- Plan number
- 001
- Location
- Rockville, MD
- Participants
- 821
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,595,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,595,912
- Employer contributions
- $541,385
- Participant contributions
- $1,360,733
- Total income / additions
- $4,392,974
- Benefits paid
- $963,903
- Administrative expenses
- $71,282
- Total expenses
- $1,069,117
- Net increase / (decrease)
- $3,323,857
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greenspring Advisors, LLC | INVESTMENT/FINANCIAL ADV | $38,466 | not reported in the loaded dataset |
| Oneamerica Retirement Services | RECORDKEEPER | $32,816 | $0 |
| Matrix Trust Company | TRUSTEE | $0 | $0 |
| Mscs Fs Div Of Broadridge Bpo, Llp | TRUSTEE | $0 | $0 |