Gardner-Webb University Pension Plan — Form 5500 plan (Gardner-Webb University , 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, Gardner-Webb University Pension Plan is a benefit plan reported by Gardner-Webb University , Inc. under EIN 56-0529972 and plan number 001. The latest loaded filing year is 2023. The filing reports 985 participants and $80,780,173 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gardner-Webb University , Inc.
- EIN
- 56-0529972
- Plan number
- 001
- Plan type
- 2
- Location
- Boiling Springs, NC
- Latest filing year
- 2023
- Participants
- 985
- End-of-year plan assets
- $80,780,173
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 985 | H, C | 20241012071108NAL0013219187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,780,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,780,173
- Net assets (BOY)
- $72,503,851
Income & contributions
- Employer contributions
- $1,177,029
- Participant contributions
- $1,229,988
- Total contributions
- $3,031,761
- Total income / additions
- $14,178,109
Expenses & distributions
- Benefits paid
- $5,853,732
- Administrative expenses
- $53,521
- Total expenses
- $5,907,253
- Net increase / (decrease)
- $8,270,856
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $48,816 | $0 | 2023 |
| Kestra Advisory Services, LLC | ADVISOR | $5,000 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group | CONSULTING | $1,300 | not reported in the loaded dataset | 2023 |
| Guidestone Financial | RECORDKEEPER | $130 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gardner-Webb University , Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Boiling Springs, NC
- Tiaa — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- New Pinnacle Consulting Group — Schedule C compensation
- Guidestone Financial — Schedule C compensation