2023 Form 5500 filing — Washington 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 20241011145353NAL0022098593001) for Washington College Defined Contribution Retirement Plan, reported by Washington College under EIN 52-0591691 and plan number 469. It reports 1,068 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$95.7MReported net assets$95,669,127
Participants1.1K1,068
Provider compensation$70.5K2 Schedule C row(s)$70,491
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011145353NAL0022098593001
- Plan sponsor
- Washington College
- EIN
- 52-0591691
- Plan number
- 469
- Location
- Chestertown, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$95.7M total assets
Net assets$95.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $95,669,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,669,127
- Employer contributions
- $854,681
- Participant contributions
- $1,760,517
- Total income / additions
- $15,631,860
- Benefits paid
- $5,612,337
- Administrative expenses
- $55,366
- Total expenses
- $5,667,703
- Net increase / (decrease)
- $9,964,157
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Annui | RECORDKEEPER | $38,991 | $0 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISORS | $31,500 | not reported in the loaded dataset |