The Village At Incarnate Word 403(B) Plan — Form 5500 plan (Incarnate Word Retirement Community, 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, The Village At Incarnate Word 403(B) Plan is a benefit plan reported by Incarnate Word Retirement Community, Inc. under EIN 74-1109717 and plan number 002. The latest loaded filing year is 2023. The filing reports 396 participants and $4,869,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Incarnate Word Retirement Community, Inc.
- EIN
- 74-1109717
- Plan number
- 002
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $4,869,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20241003094454NAL0016784512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,869,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,869,312
- Net assets (BOY)
- $4,460,015
Income & contributions
- Employer contributions
- $81,451
- Participant contributions
- $526,945
- Total contributions
- $658,336
- Total income / additions
- $1,203,307
Expenses & distributions
- Benefits paid
- $730,054
- Administrative expenses
- $63,956
- Total expenses
- $794,010
- Net increase / (decrease)
- $409,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $35,971 | not reported in the loaded dataset | 2023 |
| Swbc Investment Services, LLC | NONE | $16,388 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group, LLC. | NONE | $1,525 | not reported in the loaded dataset | 2023 |
| Reliance Trust Company | NONE | $0 | $1,408 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Incarnate Word Retirement Community, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Stancorp Financial Group — Schedule C compensation
- Swbc Investment Services, LLC — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Pensionmark Financial Group, LLC. — Schedule C compensation
- Reliance Trust Company — Schedule C compensation