2023 Form 5500 filing — The Village Network 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 20241015140429NAL0016573667001) for The Village Network 403(B) Plan, reported by The Village Network under EIN 34-0768857 and plan number 001. It reports 631 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140429NAL0016573667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Village Network
- EIN
- 34-0768857
- Plan number
- 001
- Location
- Wooster, OH
- Participants
- 631
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,557,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,557,810
- Employer contributions
- $1,352,349
- Participant contributions
- $806,703
- Total income / additions
- $5,523,921
- Benefits paid
- $4,225,509
- Administrative expenses
- $82,305
- Total expenses
- $4,307,814
- Net increase / (decrease)
- $1,216,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cuna Mutual | RECORDKEEPER | $50,146 | not reported in the loaded dataset |
| Gallagher Fiduciary Services, LLC | ADVISOR | $22,235 | not reported in the loaded dataset |
| Creative Retirement Systems, Inc. | THIRD PARTY ADMIN | $9,000 | not reported in the loaded dataset |
| Lincoln National Corp. (Cr27710) | SERVICE PROVIDER | $700 | $0 |
| Lincoln National Corp.(Ex27710) | SERVICE PROVIDER | $225 | $0 |
| Kestra Investment Services, LLC | 12048 | $0 | not reported in the loaded dataset |