2023 Form 5500 filing — William Peace University 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 20241014183145NAL0015423091001) for William Peace University Retirement Plan, reported by William Peace University under EIN 56-0529988 and plan number 001. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014183145NAL0015423091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William Peace University
- EIN
- 56-0529988
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,312,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,312,382
- Employer contributions
- $211,607
- Participant contributions
- $527,409
- Total income / additions
- $3,444,212
- Benefits paid
- $1,120,786
- Administrative expenses
- $49,107
- Total expenses
- $1,169,893
- Net increase / (decrease)
- $2,274,319
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Verity Asset Management, Inc. | ADVISOR | $26,163 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $23,094 | $0 |