Westminster Village, Inc. 403(B) Plan — Form 5500 plan (Westminster Village, 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, Westminster Village, Inc. 403(B) Plan is a benefit plan reported by Westminster Village, Inc. under EIN 86-0424020 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $3,641,412 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Westminster Village, Inc.
EIN
86-0424020
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
371
End-of-year plan assets
$3,641,412

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023371H, C20241015122546NAL0014622371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,641,412
Total liabilities (EOY)
$0
Net assets (EOY)
$3,641,412
Net assets (BOY)
$2,891,798

Income & contributions

Employer contributions
$62,344
Participant contributions
$340,923
Total contributions
$484,166
Total income / additions
$964,814

Expenses & distributions

Benefits paid
$181,383
Administrative expenses
$33,817
Total expenses
$215,200
Net increase / (decrease)
$749,614

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideNONE$17,586$982023
Cbiz Investment Advisory Svcs., LLCNONE$13,087not reported in the loaded dataset2023
Cbiz Benefits & Insurance ServicesNONE$3,144not reported in the loaded dataset2023

Related Form 5500 pages