2023 Form 5500 filing — William Penn University 403(B) 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 20241001100929NAL0011344272001) for William Penn University 403(B) Dc Plan, reported by William Penn University under EIN 42-0707120 and plan number 001. It reports 439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001100929NAL0011344272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William Penn University
- EIN
- 42-0707120
- Plan number
- 001
- Location
- Oskaloosa, IA
- Participants
- 439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,355,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,355,817
- Employer contributions
- $378,149
- Participant contributions
- $565,227
- Total income / additions
- $4,394,917
- Benefits paid
- $2,426,840
- Administrative expenses
- $30,832
- Total expenses
- $2,457,672
- Net increase / (decrease)
- $1,937,245
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Two West Capital Advisors | NONE | $18,866 | not reported in the loaded dataset |
| Tiaa | NONE | $9,079 | $0 |