Wingate University Retirement Plan — Form 5500 plan (Wingate 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, Wingate University Retirement Plan is a benefit plan reported by Wingate University under EIN 56-6049935 and plan number 004. The latest loaded filing year is 2023. The filing reports 859 participants and $91,362,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wingate University
- EIN
- 56-6049935
- Plan number
- 004
- Plan type
- 2
- Location
- Wingate, NC
- Latest filing year
- 2023
- Participants
- 859
- End-of-year plan assets
- $91,362,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 859 | H, C | 20241025161557NAL0000325633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,362,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,362,891
- Net assets (BOY)
- $79,751,840
Income & contributions
- Employer contributions
- $1,324,631
- Participant contributions
- $2,074,913
- Total contributions
- $6,298,960
- Total income / additions
- $18,498,593
Expenses & distributions
- Benefits paid
- $6,666,166
- Administrative expenses
- $221,376
- Total expenses
- $6,887,542
- Net increase / (decrease)
- $11,611,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bdo Usa, P.C. | NONE | $83,234 | not reported in the loaded dataset | 2023 |
| Tiaa | CONTRACT ADMINISTRATOR | $72,685 | $0 | 2023 |
| Mcguire Woods Llp | NONE | $32,616 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $17,430 | not reported in the loaded dataset | 2023 |
| Bryan Cave Leighton Paisner Llp | NONE | $14,092 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wingate University
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Wingate, NC
- Bdo Usa, P.C. — Schedule C compensation
- Tiaa — Schedule C compensation
- Mcguire Woods Llp — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Bryan Cave Leighton Paisner Llp — Schedule C compensation