Wesley Enhanced Living Retirement Plan — Form 5500 plan (Evangelical Services)

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 Enhanced Living Retirement Plan is a benefit plan reported by Evangelical Services under EIN 23-2648022 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,177 participants and $28,344,440 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Evangelical Services
EIN
23-2648022
Plan number
333
Plan type
2
Location
Warminster, PA
Latest filing year
2023
Participants
1,177
End-of-year plan assets
$28,344,440

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,177H, C20241015091037NAL0016035459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,344,440
Total liabilities (EOY)
$0
Net assets (EOY)
$28,344,440
Net assets (BOY)
$24,731,821

Income & contributions

Employer contributions
$1,205,602
Participant contributions
$2,120,997
Total contributions
$3,396,909
Total income / additions
$6,943,274

Expenses & distributions

Benefits paid
$3,087,929
Administrative expenses
$210,000
Total expenses
$3,330,655
Net increase / (decrease)
$3,612,619

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$111,137$02023
Adp, Inc.RECORD KEEPER$91,886$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages