2023 Form 5500 filing — Wells College Tax Deferred 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 20241001160636NAL0012127360001) for Wells College Tax Deferred Retirement Plan, reported by Wells College under EIN 15-0532276 and plan number 006. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001160636NAL0012127360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wells College
- EIN
- 15-0532276
- Plan number
- 006
- Location
- Aurora, NY
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,432,014
- Net assets (EOY)
- $45,432,014
- Employer contributions
- $260,779
- Participant contributions
- $556,604
- Total income / additions
- $6,034,854
- Benefits paid
- $3,273,800
- Administrative expenses
- $34,397
- Total expenses
- $3,308,197
- Net increase / (decrease)
- $2,726,657
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiduciary Investment Advisors, LLC | not reported in the loaded dataset | $26,230 | not reported in the loaded dataset |
| Tiaa - Teachers Insurance And Annui | not reported in the loaded dataset | $7,874 | $0 |