Westminster Manor 403(B) Plan — Form 5500 plan (Westminster Manor)
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, Westminster Manor 403(B) Plan is a benefit plan reported by Westminster Manor under EIN 74-1501375 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $7,709,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westminster Manor
- EIN
- 74-1501375
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 382
- End-of-year plan assets
- $7,709,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 382 | H, C | 20240628114550NAL0000782464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,709,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,709,607
- Net assets (BOY)
- $6,409,658
Income & contributions
- Employer contributions
- $328,406
- Participant contributions
- $590,817
- Total contributions
- $944,878
- Total income / additions
- $2,105,468
Expenses & distributions
- Benefits paid
- $756,360
- Administrative expenses
- $49,159
- Total expenses
- $805,519
- Net increase / (decrease)
- $1,299,949
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Frost National Bank | N/A | $24,658 | $0 | 2023 |
| Benefit Plans Administrative Srvcs | CONTRACT ADMINISTRATOR | $24,022 | $0 | 2023 |