2023 Form 5500 filing — William Woods 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 20241009105839NAL0037533954001) for William Woods University 403(B) Dc Plan, reported by William Woods University under EIN 43-0654876 and plan number 001. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009105839NAL0037533954001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William Woods University
- EIN
- 43-0654876
- Plan number
- 001
- Location
- Fulton, MO
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,100,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,100,385
- Employer contributions
- $250,397
- Participant contributions
- $598,884
- Total income / additions
- $3,789,613
- Benefits paid
- $1,976,015
- Administrative expenses
- $70,397
- Total expenses
- $2,046,412
- Net increase / (decrease)
- $1,743,201
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | NONE | $70,278 | $0 |
| Gallagher Benefit Services Inc | NONE | $0 | $13,000 |