Wedgwood Christian Services Employee Savings Plan — Form 5500 plan (Wedgwood Christian Services Employee Sav)
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, Wedgwood Christian Services Employee Savings Plan is a benefit plan reported by Wedgwood Christian Services Employee Sav under EIN 38-1918221 and plan number 002. The latest loaded filing year is 2023. The filing reports 528 participants and $8,055,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wedgwood Christian Services Employee Sav
- EIN
- 38-1918221
- Plan number
- 002
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 528
- End-of-year plan assets
- $8,055,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 528 | H, C | 20241014155349NAL0026637921003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,055,008
- Net assets (EOY)
- $8,055,008
- Net assets (BOY)
- $6,691,890
Income & contributions
- Employer contributions
- $142,599
- Participant contributions
- $649,037
- Total contributions
- $791,636
- Total income / additions
- $1,717,439
Expenses & distributions
- Benefits paid
- $317,241
- Administrative expenses
- $37,080
- Total expenses
- $354,321
- Net increase / (decrease)
- $1,363,118
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Group | RECORDKEEPER | $24,980 | $0 | 2023 |
| Hungerford | AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |