Original filing (PDF)20251009110355NAL0006487825001

WESLEY COMMUNITY SERVICES ORGANIZATION

Name: WESLEY COMMUNITY SERVICES ORGANIZATION — 403(B) THRIFT PLAN OF WESLEY COMMUNITY SERVICES ORGANIZATION, Form 5500 (2024)
Creator: WESLEY COMMUNITY SERVICES ORGANIZATION

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN OF WESLEY COMMUNITY SERVICES ORGANIZATION

Defined-contribution retirement plan

Signals · 1

Late filing · 5.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESLEY COMMUNITY SERVICES ORGANIZATION.

Plan sponsor

Name

WESLEY COMMUNITY SERVICES ORGANIZATION

EIN

31-0537097

Address

2091 RADCLIFF DR · CINCINNATI, OH · 452041853

Phone

(513) 661-2777

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-06-11

Filed

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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