2023 Form 5500 filing — Retirement Plan For Employees Of The Watson Institute
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 20241127080751NAL0011148592001) for Retirement Plan For Employees Of The Watson Institute, reported by The Watson Institute under EIN 25-1561504 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241127080751NAL0011148592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Watson Institute
- EIN
- 25-1561504
- Plan number
- 001
- Location
- Sewickley, PA
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,810,941
- Net assets (EOY)
- $46,810,941
- Employer contributions
- $1,400,000
- Total income / additions
- $2,058,703
- Benefits paid
- $1,772,056
- Administrative expenses
- $136,512
- Total expenses
- $1,908,568
- Net increase / (decrease)
- $150,135
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc | NONE | $132,317 | not reported in the loaded dataset |