Munson Williams Proctor Institute Defined Contribution Retirement Plan — Form 5500 plan (Munson Williams Proctor Institute)
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, Munson Williams Proctor Institute Defined Contribution Retirement Plan is a benefit plan reported by Munson Williams Proctor Institute under EIN 15-0532214 and plan number 002. The latest loaded filing year is 2023. The filing reports 310 participants and $20,013,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Munson Williams Proctor Institute
- EIN
- 15-0532214
- Plan number
- 002
- Plan type
- 2
- Location
- Utica, NY
- Latest filing year
- 2023
- Participants
- 310
- End-of-year plan assets
- $20,013,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 310 | H | 20241015160324NAL0029035761002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,013,970
- Net assets (EOY)
- $20,013,970
- Net assets (BOY)
- $17,860,233
Income & contributions
- Employer contributions
- $265,649
- Participant contributions
- $416,892
- Total contributions
- $703,673
- Total income / additions
- $3,071,008
Expenses & distributions
- Benefits paid
- $914,642
- Administrative expenses
- $2,629
- Total expenses
- $917,271
- Net increase / (decrease)
- $2,153,737
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.