Wesley Commons 403(B) Retirement Savings Plan — Form 5500 plan (Wesley Commons)
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, Wesley Commons 403(B) Retirement Savings Plan is a benefit plan reported by Wesley Commons under EIN 57-0524661 and plan number 002. The latest loaded filing year is 2023. The filing reports 322 participants and $9,055,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wesley Commons
- EIN
- 57-0524661
- Plan number
- 002
- Plan type
- 2
- Location
- Greenwood, SC
- Latest filing year
- 2023
- Participants
- 322
- End-of-year plan assets
- $9,055,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 322 | H, C | 20250110083743NAL0013771905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,055,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,055,610
- Net assets (BOY)
- $7,436,005
Income & contributions
- Employer contributions
- $247,470
- Participant contributions
- $455,618
- Total contributions
- $703,088
- Total income / additions
- $2,083,726
Expenses & distributions
- Benefits paid
- $412,087
- Administrative expenses
- $52,034
- Total expenses
- $464,121
- Net increase / (decrease)
- $1,619,605
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Plan Company | NONE | $50,236 | not reported in the loaded dataset | 2023 |