William Woods University 403(B) Dc Plan — Form 5500 plan (William Woods 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 Woods University 403(B) Dc Plan is a benefit plan reported by William Woods University under EIN 43-0654876 and plan number 001. The latest loaded filing year is 2023. The filing reports 444 participants and $21,100,385 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William Woods University
- EIN
- 43-0654876
- Plan number
- 001
- Plan type
- 2
- Location
- Fulton, MO
- Latest filing year
- 2023
- Participants
- 444
- End-of-year plan assets
- $21,100,385
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 444 | H, C | 20241009105839NAL0037533954001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,100,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,100,385
- Net assets (BOY)
- $19,357,184
Income & contributions
- Employer contributions
- $250,397
- Participant contributions
- $598,884
- Total contributions
- $878,189
- Total income / additions
- $3,789,613
Expenses & distributions
- Benefits paid
- $1,976,015
- Administrative expenses
- $70,397
- Total expenses
- $2,046,412
- Net increase / (decrease)
- $1,743,201
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | NONE | $70,278 | $0 | 2023 |
| Gallagher Benefit Services Inc | NONE | $0 | $13,000 | 2023 |