2023 Form 5500 filing — Weta 403(B) Tax Deferred Savings 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 20240913133046NAL0016322768001) for Weta 403(B) Tax Deferred Savings Plan, reported by Greater Washington Educational Telecommunications Association, Inc under EIN 53-0242992 and plan number 001. It reports 545 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$99.6MReported net assets$99,609,364
Participants545
Provider compensation$133.7K4 Schedule C row(s)$133,724
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240913133046NAL0016322768001
Plan sponsor
Greater Washington Educational Telecommunications Association, Inc
EIN
53-0242992
Plan number
001
Location
Arlington, VA
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)$99.6M total assets
Net assets$99.6MLiabilities
Money in vs. money out
Total income / additions$21.9M
Total expenses$8.6M
Benefits paid / distributions$8.5M
Contributions
Employer$3.3M
Participant$3.9M
Full reported line items
Total assets (EOY)
$99,609,364
Net assets (EOY)
$99,609,364
Employer contributions
$3,313,571
Participant contributions
$3,906,987
Total income / additions
$21,914,665
Benefits paid
$8,503,010
Administrative expenses
$133,725
Total expenses
$8,636,735
Net increase / (decrease)
$13,277,930
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $67.7K · Indirect $0
  2. 2
    CONSULTANT · Direct $44K
  3. 3
    AUDITOR · Direct $22K
  4. 4
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913133046NAL0016322768001 cover?
It is the 2023 Form 5500 filing for Weta 403(B) Tax Deferred Savings Plan, reported by Greater Washington Educational Telecommunications Association, Inc (EIN 53-0242992).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages