2023 Form 5500 filing — Westminster 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 20240917143307NAL0001165315001) for Westminster College Defined Contribution Retirement Plan, reported by Westminster College under EIN 25-0981156 and plan number 002. It reports 506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917143307NAL0001165315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westminster College
- EIN
- 25-0981156
- Plan number
- 002
- Location
- New Wilmington, PA
- Participants
- 506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,100,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,100,149
- Employer contributions
- $534,853
- Participant contributions
- $953,622
- Total income / additions
- $10,851,643
- Benefits paid
- $4,211,650
- Administrative expenses
- $18,775
- Total expenses
- $4,230,425
- Net increase / (decrease)
- $6,621,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schneider Downs & Co. , Inc. | NONE | $18,000 | not reported in the loaded dataset |
| Tiaa | NONE | $775 | $0 |