Villa Esperanza 403(B) Retirement Savings Plan — Form 5500 plan (Villa Esperanza Services)
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, Villa Esperanza 403(B) Retirement Savings Plan is a benefit plan reported by Villa Esperanza Services under EIN 95-2148860 and plan number 001. The latest loaded filing year is 2023. The filing reports 362 participants and $6,478,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Villa Esperanza Services
- EIN
- 95-2148860
- Plan number
- 001
- Plan type
- 2
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 362
- End-of-year plan assets
- $6,478,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 362 | H, C | 20240927172150NAL0001463075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,478,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,478,971
- Net assets (BOY)
- $5,150,284
Income & contributions
- Employer contributions
- $208,227
- Participant contributions
- $390,789
- Total contributions
- $604,159
- Total income / additions
- $1,579,189
Expenses & distributions
- Benefits paid
- $192,092
- Administrative expenses
- $58,410
- Total expenses
- $250,502
- Net increase / (decrease)
- $1,328,687
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | SERVICE PROVIDER | $36,027 | not reported in the loaded dataset | 2023 |
| Independent Financial Group LLC | ADVISOR | $22,383 | not reported in the loaded dataset | 2023 |