2023 Form 5500 filing — West Virginia University Foundation Dc Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240613101251NAL0014443923004) for West Virginia University Foundation Dc Retirement Plan, reported by West Virginia University Foundation, Inc under EIN 55-6017181 and plan number 001. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240613101251NAL0014443923004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Virginia University Foundation, Inc
- EIN
- 55-6017181
- Plan number
- 001
- Location
- Morgantown, WV
- Participants
- 270
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,141,619
- Net assets (EOY)
- $32,141,619
- Employer contributions
- $1,560,996
- Participant contributions
- $832,615
- Total income / additions
- $7,018,147
- Benefits paid
- $861,858
- Total expenses
- $861,858
- Net increase / (decrease)
- $6,156,289
- Schedule source
- Schedule H