2023 Form 5500 filing — Texas Wesleyan University 403(B) 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 20241009115945NAL0032584144001) for Texas Wesleyan University 403(B) Plan, reported by Texas Wesleyan University under EIN 75-0800691 and plan number 002. It reports 750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009115945NAL0032584144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Texas Wesleyan University
- EIN
- 75-0800691
- Plan number
- 002
- Location
- Fort Worth, TX
- Participants
- 750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,780,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,780,308
- Participant contributions
- $1,375,821
- Total income / additions
- $6,103,557
- Benefits paid
- $1,493,437
- Administrative expenses
- $81,011
- Total expenses
- $1,574,448
- Net increase / (decrease)
- $4,529,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $45,554 | $0 |
| Plan Pilot | NONE | $17,632 | not reported in the loaded dataset |
| Forvis Mazars | NONE | $17,325 | not reported in the loaded dataset |