2023 Form 5500 filing — Dunwoody Village 403(B)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 20240917085154NAL0001625315001) for Dunwoody Village 403(B)Plan, reported by Dunwoody Village Inc. under EIN 23-1379512 and plan number 003. It reports 661 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917085154NAL0001625315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dunwoody Village Inc.
- EIN
- 23-1379512
- Plan number
- 003
- Location
- Newtown Square, PA
- Participants
- 661
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,999,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,999,305
- Employer contributions
- $671,219
- Participant contributions
- $1,110,012
- Total income / additions
- $4,352,939
- Benefits paid
- $1,347,553
- Administrative expenses
- $66,052
- Total expenses
- $1,413,605
- Net increase / (decrease)
- $2,939,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bpas | RECORDKEEPER | $53,086 | $0 |
| Jkj Retirement Services | ADVISOR | $12,966 | not reported in the loaded dataset |