2023 Form 5500 filing — Wesley Family Services 401(K) 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 20250316123807NAL0000376627001) for Wesley Family Services 401(K) Retirement Plan, reported by Wesley Family Services under EIN 82-0653875 and plan number 004. It reports 782 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250316123807NAL0000376627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wesley Family Services
- EIN
- 82-0653875
- Plan number
- 004
- Location
- Wilkinsburg, PA
- Participants
- 782
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,520,477
- Net assets (EOY)
- $25,520,477
- Employer contributions
- $786,178
- Participant contributions
- $1,487,291
- Total income / additions
- $5,471,380
- Benefits paid
- $1,315,820
- Administrative expenses
- $105,846
- Total expenses
- $1,421,666
- Net increase / (decrease)
- $4,049,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fort Pitt Capital Group LLC | INVESTMENT ADVISOR | $54,536 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,465 | $0 |
| Definiti, LLC | TPA | $38,271 | $0 |