2023 Form 5500 filing — Widener University 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 20240930172227NAL0011723154001) for Widener University Defined Contribution Retirement Plan, reported by Widener University under EIN 23-1386178 and plan number 001. It reports 2,297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240930172227NAL0011723154001
Filing year
2023
Form type
2
Plan sponsor
Widener University
EIN
23-1386178
Plan number
001
Location
Chester, PA
Participants
2,297
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$407,316,684
Total liabilities (EOY)
$0
Net assets (EOY)
$407,316,684
Employer contributions
$1,388,671
Participant contributions
$4,757,237
Total income / additions
$58,944,974
Benefits paid
$24,361,715
Administrative expenses
$29,453
Total expenses
$24,391,168
Net increase / (decrease)
$34,553,806
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fiducient AdvisorsNONE$27,481not reported in the loaded dataset

Related Form 5500 pages