2023 Form 5500 filing — Warren Wilson College 403(B) Dc 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 20241120101442NAL0002382467001) for Warren Wilson College 403(B) Dc Plan, reported by Warren Wilson College, Inc. under EIN 56-0767736 and plan number 003. It reports 635 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241120101442NAL0002382467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Warren Wilson College, Inc.
- EIN
- 56-0767736
- Plan number
- 003
- Location
- Asheville, NC
- Participants
- 635
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,251,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,251,884
- Employer contributions
- $127,899
- Participant contributions
- $610,063
- Total income / additions
- $6,031,460
- Benefits paid
- $3,074,122
- Administrative expenses
- $53,136
- Total expenses
- $3,127,258
- Net increase / (decrease)
- $2,904,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Asset Advisory Svcs | NONE | $27,950 | not reported in the loaded dataset |
| Tiaa | NONE | $25,186 | $0 |