The Mary Wade Home, Inc. 403(B) Savings Plan — Form 5500 plan (The Mary Wade Home, Inc.)

Plain-English plan 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, The Mary Wade Home, Inc. 403(B) Savings Plan is a benefit plan reported by The Mary Wade Home, Inc. under EIN 06-0662192 and plan number 002. The latest loaded filing year is 2023. The filing reports 385 participants and $4,175,256 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Mary Wade Home, Inc.
EIN
06-0662192
Plan number
002
Plan type
2
Location
New Haven, CT
Latest filing year
2023
Participants
385
End-of-year plan assets
$4,175,256

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023385H, C20240916135056NAL0002181760001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,175,256
Total liabilities (EOY)
$10,375
Net assets (EOY)
$4,164,881
Net assets (BOY)
$3,417,508

Income & contributions

Employer contributions
$108,312
Participant contributions
$370,360
Total contributions
$499,422
Total income / additions
$1,120,152

Expenses & distributions

Benefits paid
$345,021
Administrative expenses
$27,758
Total expenses
$372,779
Net increase / (decrease)
$747,373

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$18,120$02023
The Pension Service, Inc.CONTRACTADMIN$9,637$02023

Related Form 5500 pages