Dunwoody Village 403(B)Plan — Form 5500 plan (Dunwoody Village 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, Dunwoody Village 403(B)Plan is a benefit plan reported by Dunwoody Village Inc. under EIN 23-1379512 and plan number 003. The latest loaded filing year is 2023. The filing reports 661 participants and $18,999,305 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dunwoody Village Inc.
- EIN
- 23-1379512
- Plan number
- 003
- Plan type
- 2
- Location
- Newtown Square, PA
- Latest filing year
- 2023
- Participants
- 661
- End-of-year plan assets
- $18,999,305
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 661 | H, C | 20240917085154NAL0001625315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,999,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,999,305
- Net assets (BOY)
- $16,059,971
Income & contributions
- Employer contributions
- $671,219
- Participant contributions
- $1,110,012
- Total contributions
- $1,827,208
- Total income / additions
- $4,352,939
Expenses & distributions
- Benefits paid
- $1,347,553
- Administrative expenses
- $66,052
- Total expenses
- $1,413,605
- Net increase / (decrease)
- $2,939,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bpas | RECORDKEEPER | $53,086 | $0 | 2023 |
| Jkj Retirement Services | ADVISOR | $12,966 | not reported in the loaded dataset | 2023 |