Westminster Village Muncie Inc 403b Retirement Plan — Form 5500 plan (Westminster Village Muncie 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, Westminster Village Muncie Inc 403b Retirement Plan is a benefit plan reported by Westminster Village Muncie Inc. under EIN 31-1002845 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $4,256,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westminster Village Muncie Inc.
- EIN
- 31-1002845
- Plan number
- 001
- Plan type
- 2
- Location
- Muncie, IN
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $4,256,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20241014115008NAL0045847696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,256,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,256,382
- Net assets (BOY)
- $3,774,451
Income & contributions
- Employer contributions
- $172,093
- Participant contributions
- $236,729
- Total contributions
- $411,454
- Total income / additions
- $941,906
Expenses & distributions
- Benefits paid
- $455,221
- Administrative expenses
- $4,754
- Total expenses
- $459,975
- Net increase / (decrease)
- $481,931
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Merchants Trust Co | TRUSTEE | $4,754 | not reported in the loaded dataset | 2023 |