Davis & Elkins College Defined Contribution Retirement Plan — Form 5500 plan (Davis & Elkins College)
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, Davis & Elkins College Defined Contribution Retirement Plan is a benefit plan reported by Davis & Elkins College under EIN 55-0357021 and plan number 001. The latest loaded filing year is 2023. The filing reports 629 participants and $23,257,787 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davis & Elkins College
- EIN
- 55-0357021
- Plan number
- 001
- Plan type
- 2
- Location
- Elkins, WV
- Latest filing year
- 2023
- Participants
- 629
- End-of-year plan assets
- $23,257,787
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 629 | H, C | 20240731145750NAL0021737409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,257,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,257,787
- Net assets (BOY)
- $20,840,212
Income & contributions
- Employer contributions
- $295,919
- Participant contributions
- $181,237
- Total contributions
- $750,564
- Total income / additions
- $3,622,821
Expenses & distributions
- Benefits paid
- $1,182,549
- Administrative expenses
- $22,697
- Total expenses
- $1,205,246
- Net increase / (decrease)
- $2,417,575
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Henderson Bros. Ret. Plan Serv. | NONE | $22,694 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $150 | $0 | 2023 |