2023 Form 5500 filing — West Virginia University Research Corporation 403b Defined Contribution 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 20240731092504NAL0021277297001) for West Virginia University Research Corporation 403b Defined Contribution Plan, reported by West Virginia University Research Corporation under EIN 55-0665758 and plan number 001. It reports 1,294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731092504NAL0021277297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Virginia University Research Corporation
- EIN
- 55-0665758
- Plan number
- 001
- Location
- Morgantown, WV
- Participants
- 1,294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,742,929
- Net assets (EOY)
- $36,742,929
- Employer contributions
- $1,649,497
- Participant contributions
- $2,075,759
- Total income / additions
- $9,326,271
- Benefits paid
- $1,776,269
- Administrative expenses
- $19,942
- Total expenses
- $1,796,211
- Net increase / (decrease)
- $7,530,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis, Llp | NONE | $18,522 | not reported in the loaded dataset |