2023 Form 5500 filing — Wabash College 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 20240908105503NAL0001827267001) for Wabash College Retirement Plan, reported by Wabash College under EIN 35-0868202 and plan number 001. It reports 842 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240908105503NAL0001827267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wabash College
- EIN
- 35-0868202
- Plan number
- 001
- Location
- Crawfordsville, IN
- Participants
- 842
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,861,340
- Net assets (EOY)
- $107,861,340
- Employer contributions
- $1,947,790
- Participant contributions
- $1,650,385
- Total income / additions
- $18,520,496
- Benefits paid
- $7,051,662
- Administrative expenses
- $116,214
- Total expenses
- $7,188,497
- Net increase / (decrease)
- $11,331,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $45,740 | not reported in the loaded dataset |
| Plan Pilot, LLC | NONE | $40,813 | not reported in the loaded dataset |
| Forvis Llp | NONE | $29,661 | not reported in the loaded dataset |