2023 Form 5500 filing — World Education Services, Inc. 403(B) Tax Deferred Annuity 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 20241004185747NAL0011853649001) for World Education Services, Inc. 403(B) Tax Deferred Annuity Plan, reported by World Education Services, Inc. under EIN 23-7396384 and plan number 002. It reports 393 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)$31.4MReported net assets$31,383,584
Participants393
Provider compensation$50.8K1 Schedule C row(s)$50,803
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004185747NAL0011853649001
- Plan sponsor
- World Education Services, Inc.
- EIN
- 23-7396384
- Plan number
- 002
- Location
- New York, NY
- 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)$31.4M total assets
Net assets$31.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $31,383,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,383,584
- Employer contributions
- $1,075,732
- Participant contributions
- $2,308,444
- Total income / additions
- $7,774,128
- Benefits paid
- $555,516
- Administrative expenses
- $55,003
- Total expenses
- $610,519
- Net increase / (decrease)
- $7,163,609
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $50,803 | $0 |