2023 Form 5500 filing — Wesbury United Methodist Community Retirement Savings 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 20241002090838NAL0003912643001) for Wesbury United Methodist Community Retirement Savings Plan, reported by Wesbury United Methodist Community under EIN 25-0425760 and plan number 002. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002090838NAL0003912643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wesbury United Methodist Community
- EIN
- 25-0425760
- Plan number
- 002
- Location
- Meadville, PA
- Participants
- 479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,797,972
- Total liabilities (EOY)
- $30,218
- Net assets (EOY)
- $10,767,754
- Employer contributions
- $207,127
- Participant contributions
- $488,639
- Total income / additions
- $2,381,628
- Benefits paid
- $1,044,005
- Administrative expenses
- $50,509
- Total expenses
- $1,094,514
- Net increase / (decrease)
- $1,287,114
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Definiti LLC | RECORDKEEPER | $27,983 | not reported in the loaded dataset |
| Northwest Bank | CUSTODIAN | $21,938 | not reported in the loaded dataset |