2023 Form 5500 filing — Wingate 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 20241025161557NAL0000325633001) for Wingate University Retirement Plan, reported by Wingate University under EIN 56-6049935 and plan number 004. It reports 859 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241025161557NAL0000325633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wingate University
- EIN
- 56-6049935
- Plan number
- 004
- Location
- Wingate, NC
- Participants
- 859
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,362,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,362,891
- Employer contributions
- $1,324,631
- Participant contributions
- $2,074,913
- Total income / additions
- $18,498,593
- Benefits paid
- $6,666,166
- Administrative expenses
- $221,376
- Total expenses
- $6,887,542
- Net increase / (decrease)
- $11,611,051
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bdo Usa, P.C. | NONE | $83,234 | not reported in the loaded dataset |
| Tiaa | CONTRACT ADMINISTRATOR | $72,685 | $0 |
| Mcguire Woods Llp | NONE | $32,616 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $17,430 | not reported in the loaded dataset |
| Bryan Cave Leighton Paisner Llp | NONE | $14,092 | not reported in the loaded dataset |