2023 Form 5500 filing — Westminster School 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 20240827120628NAL0010869617001) for Westminster School 403(B) Dc Plan, reported by Westminster School under EIN 73-0730839 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827120628NAL0010869617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westminster School
- EIN
- 73-0730839
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,258,266
- Net assets (EOY)
- $12,258,266
- Employer contributions
- $315,811
- Participant contributions
- $269,857
- Total income / additions
- $1,936,356
- Benefits paid
- $750,581
- Administrative expenses
- $27,123
- Total expenses
- $777,704
- Net increase / (decrease)
- $1,158,652
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $18,015 | $0 |
| Two West Capital Advisors | not reported in the loaded dataset | $9,483 | not reported in the loaded dataset |