Charles Wright Academy 403(B) Retirement Plan — Form 5500 plan (Charles Wright Academy)
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, Charles Wright Academy 403(B) Retirement Plan is a benefit plan reported by Charles Wright Academy under EIN 91-0673111 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $37,831,453 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles Wright Academy
- EIN
- 91-0673111
- Plan number
- 001
- Plan type
- 2
- Location
- Tacoma, WA
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $37,831,453
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20241014112541NAL0045787408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,831,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,831,453
- Net assets (BOY)
- $34,708,141
Income & contributions
- Employer contributions
- $413,952
- Participant contributions
- $481,887
- Total contributions
- $1,037,365
- Total income / additions
- $6,512,423
Expenses & distributions
- Benefits paid
- $3,364,948
- Administrative expenses
- $24,163
- Total expenses
- $3,389,111
- Net increase / (decrease)
- $3,123,312
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets Corp. | NONE | $24,163 | not reported in the loaded dataset | 2023 |