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| Plan Name | 403(B) THRIFT PLAN OF WESLEY COMMUNITY SERVICES ORGANIZATION |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | WESLEY COMMUNITY SERVICES ORGANIZATION |
| Employer identification number (EIN): | 310537097 |
| NAIC Classification: | 624200 |
Additional information about WESLEY COMMUNITY SERVICES ORGANIZATION
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1949-10-18 |
| Company Identification Number: | 215017 |
| Legal Registered Office Address: |
1900 FIFTH THIRD CENTER 511 WALNUT STREET CINCINNATI United States of America (USA) 45202 |
More information about WESLEY COMMUNITY SERVICES ORGANIZATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | ROBIN RODGERS | 2024-10-08 | ROBIN RODGERS | 2024-10-08 |
| 003 | 2022-01-01 | ROBIN RODGERS | 2023-10-12 | ROBIN RODGERS | 2023-10-12 |
| 003 | 2021-01-01 | JENNIFER STEELE | 2022-10-16 |
| Measure | Date | Value |
|---|---|---|
| 2025 : 403(B) THRIFT PLAN OF WESLEY COMMUNITY SERVICES ORGANIZATION 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-09 | -834546 |
| Total expenses incurred by plan in this plan year | 2025-10-09 | 205447 |
| Net assets as of the end of the plan year | 2025-10-09 | 0 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 983634 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 500000 |
| Other expenses paid from plan in this plan year | 2025-10-09 | 34 |
| Other income to plan in this plan year | 2025-10-09 | 56359 |
| Plan net income in this plan year | 2025-10-09 | -149088 |
| Net assets as of the end of the plan year | 2025-10-09 | 0 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 983634 |
| Total transfers to/from plan in this plan year | 2025-07-18 | -834546 |
| Total expenses incurred by plan in this plan year | 2025-07-18 | 205447 |
| Net assets as of the end of the plan year | 2025-07-18 | 0 |
| Total assets as of the beginning of the plan year | 2025-07-18 | 983634 |
| Value of plan covered by a fidelity bond | 2025-07-18 | 500000 |
| Other expenses paid from plan in this plan year | 2025-07-18 | 34 |
| Other income to plan in this plan year | 2025-07-18 | 56359 |
| Plan net income in this plan year | 2025-07-18 | -149088 |
| Net assets as of the end of the plan year | 2025-07-18 | 0 |
| Net assets as of the beginning of the plan year | 2025-07-18 | 983634 |
| 2024 : 403(B) THRIFT PLAN OF WESLEY COMMUNITY SERVICES ORGANIZATION 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-08 | 97289 |
| Net assets as of the end of the plan year | 2024-10-08 | 983634 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 904730 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 500000 |
| Other expenses paid from plan in this plan year | 2024-10-08 | 140 |
| Other contributions to plan in this plan year | 2024-10-08 | 16343 |
| Other income to plan in this plan year | 2024-10-08 | 159850 |
| Plan net income in this plan year | 2024-10-08 | 78904 |
| Net assets as of the end of the plan year | 2024-10-08 | 983634 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 904730 |
| 2022 : 403(B) THRIFT PLAN OF WESLEY COMMUNITY SERVICES ORGANIZATION 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-16 | 10314 |
| Net assets as of the end of the plan year | 2022-10-16 | 1161786 |
| Total assets as of the beginning of the plan year | 2022-10-16 | 974163 |
| Value of plan covered by a fidelity bond | 2022-10-16 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-16 | 13484 |
| Other expenses paid from plan in this plan year | 2022-10-16 | 999 |
| Other income to plan in this plan year | 2022-10-16 | 180638 |
| Plan net income in this plan year | 2022-10-16 | 187623 |
| Net assets as of the end of the plan year | 2022-10-16 | 1161786 |
| Net assets as of the beginning of the plan year | 2022-10-16 | 974163 |
| Employer contributions to plan in this plan year | 2022-10-16 | 3815 |
| Fees paid to broker by Benefit Provider | 2022-10-16 | 387 |
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