2023 Form 5500 filing — Wheaton Academy 403(B) Dc Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723101345NAL0007184019002) for Wheaton Academy 403(B) Dc Plan, reported by Wheaton Academy under EIN 36-2388793 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723101345NAL0007184019002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wheaton Academy
- EIN
- 36-2388793
- Plan number
- 001
- Location
- West Chicago, IL
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,870,038
- Net assets (EOY)
- $8,870,038
- Employer contributions
- $210,585
- Participant contributions
- $420,348
- Total income / additions
- $1,909,565
- Benefits paid
- $674,881
- Administrative expenses
- $3,213
- Total expenses
- $678,094
- Net increase / (decrease)
- $1,231,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $3,213 | $0 |