2023 Form 5500 filing — Westminster College Defined Contribution 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 20240917143307NAL0001165315001) for Westminster College Defined Contribution Retirement Plan, reported by Westminster College under EIN 25-0981156 and plan number 002. It reports 506 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)$75.1MReported net assets$75,100,149
Participants506
Provider compensation$18.8K2 Schedule C row(s)$18,775
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240917143307NAL0001165315001
Plan sponsor
Westminster College
EIN
25-0981156
Plan number
002
Location
New Wilmington, PA
Received date
not reported in the loaded dataset
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)$75.1M total assets
Net assets$75.1MLiabilities$0
Money in vs. money out
Total income / additions$10.9M
Total expenses$4.2M
Benefits paid / distributions$4.2M
Contributions
Employer$534.9K
Participant$953.6K
Full reported line items
Total assets (EOY)
$75,100,149
Total liabilities (EOY)
$0
Net assets (EOY)
$75,100,149
Employer contributions
$534,853
Participant contributions
$953,622
Total income / additions
$10,851,643
Benefits paid
$4,211,650
Administrative expenses
$18,775
Total expenses
$4,230,425
Net increase / (decrease)
$6,621,218

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Schneider Downs & Co. , Inc.NONE$18,000not reported in the loaded dataset
TiaaNONE$775$0

Related Form 5500 pages