2023 Form 5500 filing — Westminster Village, Inc. 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 20241015122546NAL0014622371001) for Westminster Village, Inc. 403(B) Plan, reported by Westminster Village, Inc. under EIN 86-0424020 and plan number 001. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122546NAL0014622371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westminster Village, Inc.
- EIN
- 86-0424020
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 371
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,641,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,641,412
- Employer contributions
- $62,344
- Participant contributions
- $340,923
- Total income / additions
- $964,814
- Benefits paid
- $181,383
- Administrative expenses
- $33,817
- Total expenses
- $215,200
- Net increase / (decrease)
- $749,614
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | NONE | $17,586 | $98 |
| Cbiz Investment Advisory Svcs., LLC | NONE | $13,087 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance Services | NONE | $3,144 | not reported in the loaded dataset |