2023 Form 5500 filing — Wilmington Friends School 403(B) 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 20241004151754NAL0011571345001) for Wilmington Friends School 403(B) Retirement Plan, reported by Wilmington Friends School, Inc. under EIN 51-0064310 and plan number 006. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004151754NAL0011571345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilmington Friends School, Inc.
- EIN
- 51-0064310
- Plan number
- 006
- Location
- Wilmington, DE
- Participants
- 415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,992,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,992,162
- Employer contributions
- $676,685
- Participant contributions
- $761,685
- Total income / additions
- $8,804,178
- Benefits paid
- $3,892,460
- Administrative expenses
- $62,521
- Total expenses
- $3,969,481
- Net increase / (decrease)
- $4,834,697
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Biddle Capital Management, Inc | INVESTMENT ADVISOR | $38,452 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $24,818 | $0 |