Westside Children'S Therapy 401(K) Plan — Form 5500 plan (Westside Children'S Therapy)
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, Westside Children'S Therapy 401(K) Plan is a benefit plan reported by Westside Children'S Therapy under EIN 26-1120233 and plan number 001. The latest loaded filing year is 2023. The filing reports 569 participants and $3,394,316 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westside Children'S Therapy
- EIN
- 26-1120233
- Plan number
- 001
- Plan type
- 2
- Location
- Mokena, IL
- Latest filing year
- 2023
- Participants
- 569
- End-of-year plan assets
- $3,394,316
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 569 | H, C | 20240913105314NAL0016073296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,394,316
- Total liabilities (EOY)
- $34,079
- Net assets (EOY)
- $3,360,237
- Net assets (BOY)
- $1,871,701
Income & contributions
- Employer contributions
- $329,046
- Participant contributions
- $909,628
- Total contributions
- $1,292,453
- Total income / additions
- $1,771,563
Expenses & distributions
- Benefits paid
- $244,939
- Administrative expenses
- $38,088
- Total expenses
- $283,027
- Net increase / (decrease)
- $1,488,536
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $19,895 | $0 | 2023 |
| Transamerica Financial Life Ins | RECORD KEEPER | $18,193 | $0 | 2023 |