2023 Form 5500 filing — William Jewell College 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 20241015125409NAL0014666163001) for William Jewell College 403(B) Plan, reported by William Jewell College under EIN 44-0545914 and plan number 001. It reports 436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125409NAL0014666163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William Jewell College
- EIN
- 44-0545914
- Plan number
- 001
- Location
- Liberty, MO
- Participants
- 436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,732,051
- Net assets (EOY)
- $49,732,051
- Employer contributions
- $550,276
- Participant contributions
- $1,082,543
- Total income / additions
- $8,713,708
- Benefits paid
- $3,601,825
- Administrative expenses
- $68,961
- Total expenses
- $3,670,786
- Net increase / (decrease)
- $5,042,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Guidestone Financial Resources | NONE | $55,747 | $0 |
| Cbiz Investment Advisory Services | NONE | $12,065 | $0 |
| Tiaa | NONE | $1,149 | $0 |