2023 Form 5500 filing — Kentucky Wesleyan College Tda 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 20240816155425NAL0014478385001) for Kentucky Wesleyan College Tda Plan, reported by Kentucky Wesleyan College under EIN 61-0466713 and plan number 002. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.4MReported net assets$7,354,433
Participants194
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240816155425NAL0014478385001
Plan sponsor
Kentucky Wesleyan College
EIN
61-0466713
Plan number
002
Location
Owensboro, KY
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)$7.4M total assets
Net assets$7.4MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$381.1K
Benefits paid / distributions$381.1K
Contributions
EmployerNot reported
Participant$370.5K
Full reported line items
Total assets (EOY)
$7,354,433
Total liabilities (EOY)
$0
Net assets (EOY)
$7,354,433
Participant contributions
$370,475
Total income / additions
$1,528,554
Benefits paid
$381,059
Administrative expenses
$0
Total expenses
$381,059
Net increase / (decrease)
$1,147,495

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240816155425NAL0014478385001 cover?
It is the 2023 Form 5500 filing for Kentucky Wesleyan College Tda Plan, reported by Kentucky Wesleyan College (EIN 61-0466713).
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