West Virginia University Foundation Dc Retirement Plan — Form 5500 plan (West Virginia University Foundation, Inc)
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, West Virginia University Foundation Dc Retirement Plan is a benefit plan reported by West Virginia University Foundation, Inc under EIN 55-6017181 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $32,141,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Virginia University Foundation, Inc
- EIN
- 55-6017181
- Plan number
- 001
- Plan type
- 2
- Location
- Morgantown, WV
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $32,141,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H | 20240613101251NAL0014443923004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,141,619
- Net assets (EOY)
- $32,141,619
- Net assets (BOY)
- $25,985,330
Income & contributions
- Employer contributions
- $1,560,996
- Participant contributions
- $832,615
- Total contributions
- $3,202,923
- Total income / additions
- $7,018,147
Expenses & distributions
- Benefits paid
- $861,858
- Total expenses
- $861,858
- Net increase / (decrease)
- $6,156,289
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.