2023 Form 5500 filing — Shenandoah Valley Westminster-Canterbury 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 20241014091110NAL0013042419001) for Shenandoah Valley Westminster-Canterbury 403(B) Retirement Plan, reported by Westminster-Canterbury Of Winchester, Inc under EIN 52-1266582 and plan number 001. It reports 347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091110NAL0013042419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westminster-Canterbury Of Winchester, Inc
- EIN
- 52-1266582
- Plan number
- 001
- Location
- Winchester, VA
- Participants
- 347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,713,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,713,738
- Employer contributions
- $372,047
- Participant contributions
- $704,725
- Total income / additions
- $2,693,410
- Benefits paid
- $832,394
- Administrative expenses
- $69,609
- Total expenses
- $907,434
- Net increase / (decrease)
- $1,785,976
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $63,241 | $0 |
| Millennium Investment & Retirement | CONSULTANT | $6,403 | not reported in the loaded dataset |