2023 Form 5500 filing — Walsh 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 20250325152506NAL0029315394001) for Walsh University Retirement Plan, reported by Walsh University, Inc. under EIN 34-0868798 and plan number 001. It reports 680 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250325152506NAL0029315394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walsh University, Inc.
- EIN
- 34-0868798
- Plan number
- 001
- Location
- North Canton, OH
- Participants
- 680
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,730,693
- Net assets (EOY)
- $56,730,693
- Employer contributions
- $1,017,437
- Participant contributions
- $919,666
- Total income / additions
- $8,845,310
- Benefits paid
- $3,984,708
- Administrative expenses
- $97,081
- Total expenses
- $4,081,789
- Net increase / (decrease)
- $4,763,521
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa- Teachers Ins & Annuity Assn | ADVISOR | $105,820 | $0 |
| Clearstead Advisors, LLC | ADVISOR | $20,000 | not reported in the loaded dataset |