Tennessee Wesleyan College Retirement Plan — Form 5500 plan (Tennessee Wesleyan College)
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, Tennessee Wesleyan College Retirement Plan is a benefit plan reported by Tennessee Wesleyan College under EIN 62-0476661 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $14,376,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tennessee Wesleyan College
- EIN
- 62-0476661
- Plan number
- 001
- Plan type
- 2
- Location
- Athens, TN
- Latest filing year
- 2023
- Participants
- 345
- End-of-year plan assets
- $14,376,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 345 | H | 20241015150705NAL0016707315005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,376,234
- Net assets (EOY)
- $14,376,234
- Net assets (BOY)
- $12,953,336
Income & contributions
- Employer contributions
- $302,917
- Participant contributions
- $302,152
- Total contributions
- $605,069
- Total income / additions
- $2,286,188
Expenses & distributions
- Benefits paid
- $852,394
- Administrative expenses
- $10,896
- Total expenses
- $863,290
- Net increase / (decrease)
- $1,422,898
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.