Westerwood 401(K) Plan — Form 5500 plan (Friendship Village Of Columbus, Ohio, 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, Westerwood 401(K) Plan is a benefit plan reported by Friendship Village Of Columbus, Ohio, Inc. under EIN 31-0892356 and plan number 003. The latest loaded filing year is 2023. The filing reports 252 participants and $2,789,556 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.8MPlan net assets, end of year$2,789,556
Participants252Covered participants reported
Assets / participant$11.1KComputed: assets ÷ participants$11,070 (computed)
Provider compensation$22K2 Schedule C provider row(s)$22,017
- Plan sponsor
- Friendship Village Of Columbus, Ohio, Inc.
- EIN
- 31-0892356
- Plan number
- 003
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20250327064804NAL0017254097001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,789,556
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,789,556
- Net assets (BOY)
- $2,594,694
Income & contributions
- Employer contributions
- $138,438
- Participant contributions
- $354,123
- Total contributions
- $496,570
- Total income / additions
- $860,494
Expenses & distributions
- Benefits paid
- $621,612
- Administrative expenses
- $19,278
- Total expenses
- $665,632
- Net increase / (decrease)
- $194,862
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,757 | $0 | 2023 |
| Everhart Financial Group Inc Everha | INVESTMENT ADVISOR | $9,260 | not reported in the loaded dataset | 2023 |