2023 Form 5500 filing — North Carolina Wesleyan University 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 20240717073854NAL0002356019001) for North Carolina Wesleyan University Retirement Plan, reported by North Carolina Wesleyan University under EIN 56-0686603 and plan number 001. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717073854NAL0002356019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Carolina Wesleyan University
- EIN
- 56-0686603
- Plan number
- 001
- Location
- Rocky Mount, NC
- Participants
- 401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,516,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,516,952
- Employer contributions
- $481,352
- Participant contributions
- $520,304
- Total income / additions
- $4,525,209
- Benefits paid
- $1,390,215
- Administrative expenses
- $32,342
- Total expenses
- $1,422,557
- Net increase / (decrease)
- $3,102,652
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services, LLC | ADVISOR | $18,750 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $8,674 | $0 |
| Flexpath Strategies, LLC | ADVISOR PARTICIPANT | $3,774 | not reported in the loaded dataset |