2023 Form 5500 filing — Walpole Area Visiting Nurse Association 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 20241003170009NAL0017640640001) for Walpole Area Visiting Nurse Association 403(B) Retirement Plan, reported by Walpole Area Visiting Nurse Association, Inc. under EIN 04-2104425 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.2MReported net assets$4,222,230
Participants130
Provider compensation$50K3 Schedule C row(s)$49,968
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003170009NAL0017640640001
- Plan sponsor
- Walpole Area Visiting Nurse Association, Inc.
- EIN
- 04-2104425
- Plan number
- 001
- Location
- Walpole, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.2M total assets
Net assets$4.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,222,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,222,230
- Participant contributions
- $442,439
- Total income / additions
- $1,172,414
- Benefits paid
- $641,841
- Administrative expenses
- $32,011
- Total expenses
- $673,852
- Net increase / (decrease)
- $498,562
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,010 | $0 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $17,958 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |