2023 Form 5500 filing — The Wheeler School Defined Contribution Retirement 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 20240726145255NAL0033373586001) for The Wheeler School Defined Contribution Retirement Plan, reported by The Wheeler School under EIN 05-0259101 and plan number 001. It reports 441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726145255NAL0033373586001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Wheeler School
- EIN
- 05-0259101
- Plan number
- 001
- Location
- Providence, RI
- Participants
- 441
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,779,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,779,189
- Employer contributions
- $1,128,278
- Participant contributions
- $1,494,080
- Total income / additions
- $11,027,565
- Benefits paid
- $4,143,087
- Administrative expenses
- $40,586
- Total expenses
- $4,183,673
- Net increase / (decrease)
- $6,843,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cohnreznick | ACCOUNTANT | $16,800 | not reported in the loaded dataset |
| Capfinancial Partners LLC | ADVISOR | $8,207 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $4,234 | $0 |