Wyoming Seminary Defined Contribution Retirement Plan — Form 5500 plan (Wyoming Seminary)
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, Wyoming Seminary Defined Contribution Retirement Plan is a benefit plan reported by Wyoming Seminary under EIN 24-0795509 and plan number 001. The latest loaded filing year is 2023. The filing reports 464 participants and $48,200,984 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wyoming Seminary
- EIN
- 24-0795509
- Plan number
- 001
- Plan type
- 2
- Location
- Kingston, PA
- Latest filing year
- 2023
- Participants
- 464
- End-of-year plan assets
- $48,200,984
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 464 | H, C | 20240521085410NAL0004480320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,200,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,200,984
- Net assets (BOY)
- $44,573,823
Income & contributions
- Employer contributions
- $467,094
- Participant contributions
- $717,302
- Total contributions
- $1,298,321
- Total income / additions
- $7,143,102
Expenses & distributions
- Benefits paid
- $3,460,625
- Administrative expenses
- $55,316
- Total expenses
- $3,515,941
- Net increase / (decrease)
- $3,627,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $35,532 | $0 | 2023 |
| Planpilot, LLC | ADVISOR | $19,500 | not reported in the loaded dataset | 2023 |