William Penn University 403(B) Dc Plan — Form 5500 plan (William Penn University)
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, William Penn University 403(B) Dc Plan is a benefit plan reported by William Penn University under EIN 42-0707120 and plan number 001. The latest loaded filing year is 2023. The filing reports 439 participants and $27,355,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William Penn University
- EIN
- 42-0707120
- Plan number
- 001
- Plan type
- 2
- Location
- Oskaloosa, IA
- Latest filing year
- 2023
- Participants
- 439
- End-of-year plan assets
- $27,355,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 439 | H, C | 20241001100929NAL0011344272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,355,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,355,817
- Net assets (BOY)
- $25,418,572
Income & contributions
- Employer contributions
- $378,149
- Participant contributions
- $565,227
- Total contributions
- $943,376
- Total income / additions
- $4,394,917
Expenses & distributions
- Benefits paid
- $2,426,840
- Administrative expenses
- $30,832
- Total expenses
- $2,457,672
- Net increase / (decrease)
- $1,937,245
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Two West Capital Advisors | NONE | $18,866 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $9,079 | $0 | 2023 |