2023 Form 5500 filing — Wesley Enhanced Living 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 20241015091037NAL0016035459001) for Wesley Enhanced Living Retirement Plan, reported by Evangelical Services under EIN 23-2648022 and plan number 333. It reports 1,177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091037NAL0016035459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evangelical Services
- EIN
- 23-2648022
- Plan number
- 333
- Location
- Warminster, PA
- Participants
- 1,177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,344,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,344,440
- Employer contributions
- $1,205,602
- Participant contributions
- $2,120,997
- Total income / additions
- $6,943,274
- Benefits paid
- $3,087,929
- Administrative expenses
- $210,000
- Total expenses
- $3,330,655
- Net increase / (decrease)
- $3,612,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $111,137 | $0 |
| Adp, Inc. | RECORD KEEPER | $91,886 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |