Westminster Village West Lafayette Inc. 401(K) Plan — Form 5500 plan (Westminster Village West Lafayette Incorporated)
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 West Lafayette Inc. 401(K) Plan is a benefit plan reported by Westminster Village West Lafayette Incorporated under EIN 31-1002846 and plan number 003. The latest loaded filing year is 2023. The filing reports 235 participants and $4,244,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westminster Village West Lafayette Incorporated
- EIN
- 31-1002846
- Plan number
- 003
- Plan type
- 2
- Location
- West Lafayette, IN
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $4,244,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20250408152100NAL0018262945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,244,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,244,025
- Net assets (BOY)
- $3,549,897
Income & contributions
- Employer contributions
- $177,030
- Participant contributions
- $347,001
- Total contributions
- $527,040
- Total income / additions
- $971,831
Expenses & distributions
- Benefits paid
- $274,809
- Administrative expenses
- $2,894
- Total expenses
- $277,703
- Net increase / (decrease)
- $694,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement And Annuity Company | SERVICE PROVIDER | $666 | $2,816 | 2023 |
| Morningstar | INVESTMENT ADVISORY | $183 | $0 | 2023 |