2023 Form 5500 filing — Wichita Collegiate 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 20240923142511NAL0006696899001) for Wichita Collegiate School 403(B) Dc Plan, reported by Wichita Collegiate School under EIN 48-6091046 and plan number 001. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923142511NAL0006696899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wichita Collegiate School
- EIN
- 48-6091046
- Plan number
- 001
- Location
- Wichita, KS
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,101,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,101,614
- Employer contributions
- $412,454
- Participant contributions
- $363,680
- Total income / additions
- $3,166,340
- Benefits paid
- $1,335,289
- Administrative expenses
- $71,177
- Total expenses
- $1,406,466
- Net increase / (decrease)
- $1,759,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Two West Capital Advisors | NONE | $25,879 | not reported in the loaded dataset |
| Absolute Capital Management, LLC | NONE | $15,843 | not reported in the loaded dataset |
| Tiaa-Teachers Insurance And | NONE | $10,576 | $0 |
| Pentegra Services, Inc. | NONE | $10,340 | not reported in the loaded dataset |
| Coulter & Justus | NONE | $6,000 | not reported in the loaded dataset |