2023 Form 5500 filing — Southern Wesleyan University Dc 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 20240805092815NAL0001893056001) for Southern Wesleyan University Dc Plan, reported by Southern Wesleyan University under EIN 57-0324936 and plan number 001. It reports 458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24MReported net assets$24,042,968
Participants458
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240805092815NAL0001893056001
Plan sponsor
Southern Wesleyan University
EIN
57-0324936
Plan number
001
Location
Central, SC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24M total assets
Net assets$24MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$198.7K
Participant$203.2K
Full reported line items
Total assets (EOY)
$24,042,968
Total liabilities (EOY)
$0
Net assets (EOY)
$24,042,968
Employer contributions
$198,660
Participant contributions
$203,158
Total income / additions
$3,377,881
Benefits paid
$1,368,928
Administrative expenses
$0
Total expenses
$1,368,928
Net increase / (decrease)
$2,008,953

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240805092815NAL0001893056001 cover?
It is the 2023 Form 5500 filing for Southern Wesleyan University Dc Plan, reported by Southern Wesleyan University (EIN 57-0324936).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages