Warren Wilson College 403(B) Dc Plan — Form 5500 plan (Warren Wilson College, 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, Warren Wilson College 403(B) Dc Plan is a benefit plan reported by Warren Wilson College, Inc. under EIN 56-0767736 and plan number 003. The latest loaded filing year is 2023. The filing reports 635 participants and $41,251,884 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Warren Wilson College, Inc.
EIN
56-0767736
Plan number
003
Plan type
2
Location
Asheville, NC
Latest filing year
2023
Participants
635
End-of-year plan assets
$41,251,884

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023635H, C20241120101442NAL0002382467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,251,884
Total liabilities (EOY)
$0
Net assets (EOY)
$41,251,884
Net assets (BOY)
$38,347,682

Income & contributions

Employer contributions
$127,899
Participant contributions
$610,063
Total contributions
$795,818
Total income / additions
$6,031,460

Expenses & distributions

Benefits paid
$3,074,122
Administrative expenses
$53,136
Total expenses
$3,127,258
Net increase / (decrease)
$2,904,202

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Asset Advisory SvcsNONE$27,950not reported in the loaded dataset2023
TiaaNONE$25,186$02023

Related Form 5500 pages