William Peace University Retirement Plan — Form 5500 plan (William Peace 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 Peace University Retirement Plan is a benefit plan reported by William Peace University under EIN 56-0529988 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $20,312,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William Peace University
- EIN
- 56-0529988
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $20,312,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20241014183145NAL0015423091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,312,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,312,382
- Net assets (BOY)
- $18,038,063
Income & contributions
- Employer contributions
- $211,607
- Participant contributions
- $527,409
- Total contributions
- $742,591
- Total income / additions
- $3,444,212
Expenses & distributions
- Benefits paid
- $1,120,786
- Administrative expenses
- $49,107
- Total expenses
- $1,169,893
- Net increase / (decrease)
- $2,274,319
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Verity Asset Management, Inc. | ADVISOR | $26,163 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $23,094 | $0 | 2023 |