The Wheeler School Defined Contribution Retirement Plan — Form 5500 plan (The Wheeler School)
Plain-English plan 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, The Wheeler School Defined Contribution Retirement Plan is a benefit plan reported by The Wheeler School under EIN 05-0259101 and plan number 001. The latest loaded filing year is 2023. The filing reports 441 participants and $64,779,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Wheeler School
- EIN
- 05-0259101
- Plan number
- 001
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 441
- End-of-year plan assets
- $64,779,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 441 | H, C | 20240726145255NAL0033373586001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,779,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,779,189
- Net assets (BOY)
- $57,935,297
Income & contributions
- Employer contributions
- $1,128,278
- Participant contributions
- $1,494,080
- Total contributions
- $2,794,641
- Total income / additions
- $11,027,565
Expenses & distributions
- Benefits paid
- $4,143,087
- Administrative expenses
- $40,586
- Total expenses
- $4,183,673
- Net increase / (decrease)
- $6,843,892
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cohnreznick | ACCOUNTANT | $16,800 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | ADVISOR | $8,207 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $4,234 | $0 | 2023 |