2023 Form 5500 filing — The Hill At Whitemarsh 403(B) Retirement 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 20240827075044NAL0019229584001) for The Hill At Whitemarsh 403(B) Retirement Plan, reported by Whitemarsh Continuing Care Community under EIN 83-0344521 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827075044NAL0019229584001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Whitemarsh Continuing Care Community
- EIN
- 83-0344521
- Plan number
- 001
- Location
- Lafayette Hill, PA
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,655,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,655,018
- Employer contributions
- $274,786
- Participant contributions
- $894,522
- Total income / additions
- $2,578,784
- Benefits paid
- $771,854
- Administrative expenses
- $78,845
- Total expenses
- $850,699
- Net increase / (decrease)
- $1,728,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Administrative Servic | NONE | $43,800 | $0 |
| The Haverford Trust Company | NONE | $35,045 | not reported in the loaded dataset |