2023 Form 5500 filing — Wilson College 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 20240916130107NAL0002821840001) for Wilson College Defined Contribution Retirement Plan, reported by Wilson College under EIN 23-1352692 and plan number 001. It reports 470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916130107NAL0002821840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilson College
- EIN
- 23-1352692
- Plan number
- 001
- Location
- Chambersburg, PA
- Participants
- 470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,951,753
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,951,753
- Employer contributions
- $524,751
- Participant contributions
- $770,538
- Total income / additions
- $5,509,987
- Benefits paid
- $1,979,557
- Administrative expenses
- $60,716
- Total expenses
- $2,040,273
- Net increase / (decrease)
- $3,469,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISORY | $28,000 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $20,000 | $0 |
| Dunbar, Bender & Zapf | THIRD PARTY ADMIN. | $7,865 | not reported in the loaded dataset |