Ingleside 401(K) Plan — Form 5500 plan (Westminster Ingleside King Farm Presbyterian Rtrmt Communities, 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, Ingleside 401(K) Plan is a benefit plan reported by Westminster Ingleside King Farm Presbyterian Rtrmt Communities, Inc. under EIN 45-3825159 and plan number 001. The latest loaded filing year is 2023. The filing reports 821 participants and $16,595,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westminster Ingleside King Farm Presbyterian Rtrmt Communities, Inc.
- EIN
- 45-3825159
- Plan number
- 001
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 821
- End-of-year plan assets
- $16,595,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 821 | H, C | 20240726083421NAL0015697825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,595,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,595,912
- Net assets (BOY)
- $13,272,055
Income & contributions
- Employer contributions
- $541,385
- Participant contributions
- $1,360,733
- Total contributions
- $2,169,719
- Total income / additions
- $4,392,974
Expenses & distributions
- Benefits paid
- $963,903
- Administrative expenses
- $71,282
- Total expenses
- $1,069,117
- Net increase / (decrease)
- $3,323,857
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Greenspring Advisors, LLC | INVESTMENT/FINANCIAL ADV | $38,466 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services | RECORDKEEPER | $32,816 | $0 | 2023 |
| Matrix Trust Company | TRUSTEE | $0 | $0 | 2023 |
| Mscs Fs Div Of Broadridge Bpo, Llp | TRUSTEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Westminster Ingleside King Farm Presbyterian Rtrmt Communities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- Greenspring Advisors, LLC — Schedule C compensation
- Oneamerica Retirement Services — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Mscs Fs Div Of Broadridge Bpo, Llp — Schedule C compensation