2023 Form 5500 filing — Wesleyan School 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 20240812123533NAL0009467009002) for Wesleyan School Retirement Plan, reported by Wesleyan School, Inc. under EIN 58-2147411 and plan number 001. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812123533NAL0009467009002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wesleyan School, Inc.
- EIN
- 58-2147411
- Plan number
- 001
- Location
- Peachtree Corners, GA
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,953,117
- Net assets (EOY)
- $50,953,117
- Employer contributions
- $1,085,645
- Participant contributions
- $1,469,287
- Total income / additions
- $10,259,606
- Benefits paid
- $2,401,839
- Administrative expenses
- $56,784
- Total expenses
- $2,458,623
- Net increase / (decrease)
- $7,800,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Teachers Insurance & Annuity Assoc. | RECORDKEEPER | $56,784 | $0 |