2023 Form 5500 filing — Wsfssh 403(B) Retirement Savings 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 20241015151716NAL0056903218001) for Wsfssh 403(B) Retirement Savings Plan, reported by West Side Federation For Senior And Supportive Housing, Inc. under EIN 13-2926433 and plan number 001. It reports 524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151716NAL0056903218001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Side Federation For Senior And Supportive Housing, Inc.
- EIN
- 13-2926433
- Plan number
- 001
- Location
- New York, NY
- Participants
- 524
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,762,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,762,323
- Employer contributions
- $417,995
- Participant contributions
- $1,317,955
- Total income / additions
- $4,416,015
- Benefits paid
- $1,441,396
- Administrative expenses
- $104,183
- Total expenses
- $1,545,579
- Net increase / (decrease)
- $2,870,436
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORD-KEEPER | $51,624 | $0 |
| Cerity Partners | INVESTMENT ADVISOR | $45,113 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $7,266 | $0 |