Wesley Health Care Center, Inc. 401(K) Savings Plan — Form 5500 plan (Wesley Health Care Center, 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, Wesley Health Care Center, Inc. 401(K) Savings Plan is a benefit plan reported by Wesley Health Care Center, Inc. under EIN 22-2467092 and plan number 001. The latest loaded filing year is 2023. The filing reports 491 participants and $10,624,214 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wesley Health Care Center, Inc.
EIN
22-2467092
Plan number
001
Plan type
2
Location
Saratoga Springs, NY
Latest filing year
2023
Participants
491
End-of-year plan assets
$10,624,214

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023491H, C20240726162109NAL0010406147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,624,214
Total liabilities (EOY)
$0
Net assets (EOY)
$10,624,214
Net assets (BOY)
$9,962,288

Income & contributions

Employer contributions
$206,567
Participant contributions
$637,751
Total contributions
$862,547
Total income / additions
$2,374,011

Expenses & distributions

Benefits paid
$1,670,300
Administrative expenses
$41,785
Total expenses
$1,712,085
Net increase / (decrease)
$661,926

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Crescent Hill Partners LLCADVISOR$25,869not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$15,155$02023

Related Form 5500 pages