Westhills Village 401(K) Retirement Savings Plan — Form 5500 plan (Presbyterian Retirement Village Of Rapid City, Inc. Dba Westhills Vill)
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, Westhills Village 401(K) Retirement Savings Plan is a benefit plan reported by Presbyterian Retirement Village Of Rapid City, Inc. Dba Westhills Vill under EIN 46-0354383 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $7,220,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Presbyterian Retirement Village Of Rapid City, Inc. Dba Westhills Vill
- EIN
- 46-0354383
- Plan number
- 001
- Plan type
- 2
- Location
- Rapid City, SD
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $7,220,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20240918163401NAL0008314496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,220,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,220,986
- Net assets (BOY)
- $6,545,670
Income & contributions
- Employer contributions
- $223,919
- Participant contributions
- $364,551
- Total contributions
- $608,470
- Total income / additions
- $1,900,940
Expenses & distributions
- Benefits paid
- $1,162,323
- Administrative expenses
- $63,301
- Total expenses
- $1,225,624
- Net increase / (decrease)
- $675,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,580 | $0 | 2023 |
| First Interstate Wealth Management | OTHER | $23,993 | not reported in the loaded dataset | 2023 |
| Ketel Thorstenson, Llp | AUDITOR | $8,762 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,218 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Presbyterian Retirement Village Of Rapid City, Inc. Dba Westhills Vill
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Rapid City, SD
- Empower Annuity Insurance Company O — Schedule C compensation
- First Interstate Wealth Management — Schedule C compensation
- Ketel Thorstenson, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation