2023 Form 5500 filing — Washington College 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 20241011145353NAL0022098593001) for Washington College Defined Contribution Retirement Plan, reported by Washington College under EIN 52-0591691 and plan number 469. It reports 1,068 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)$95.7MReported net assets$95,669,127
Participants1.1K1,068
Provider compensation$70.5K2 Schedule C row(s)$70,491
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011145353NAL0022098593001
Plan sponsor
Washington College
EIN
52-0591691
Plan number
469
Location
Chestertown, MD
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)$95.7M total assets
Net assets$95.7MLiabilities$0
Money in vs. money out
Total income / additions$15.6M
Total expenses$5.7M
Benefits paid / distributions$5.6M
Contributions
Employer$854.7K
Participant$1.8M
Full reported line items
Total assets (EOY)
$95,669,127
Total liabilities (EOY)
$0
Net assets (EOY)
$95,669,127
Employer contributions
$854,681
Participant contributions
$1,760,517
Total income / additions
$15,631,860
Benefits paid
$5,612,337
Administrative expenses
$55,366
Total expenses
$5,667,703
Net increase / (decrease)
$9,964,157

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tiaa - Teachers Insurance And AnnuiRECORDKEEPER$38,991$0
Cbiz Investment Advisory ServicesINVESTMENT ADVISORS$31,500not reported in the loaded dataset

Related Form 5500 pages