2023 Form 5500 filing — Gardner-Webb University Pension 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 20241012071108NAL0013219187001) for Gardner-Webb University Pension Plan, reported by Gardner-Webb University , Inc. under EIN 56-0529972 and plan number 001. It reports 985 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012071108NAL0013219187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gardner-Webb University , Inc.
- EIN
- 56-0529972
- Plan number
- 001
- Location
- Boiling Springs, NC
- Participants
- 985
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,780,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,780,173
- Employer contributions
- $1,177,029
- Participant contributions
- $1,229,988
- Total income / additions
- $14,178,109
- Benefits paid
- $5,853,732
- Administrative expenses
- $53,521
- Total expenses
- $5,907,253
- Net increase / (decrease)
- $8,270,856
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $48,816 | $0 |
| Kestra Advisory Services, LLC | ADVISOR | $5,000 | not reported in the loaded dataset |
| New Pinnacle Consulting Group | CONSULTING | $1,300 | not reported in the loaded dataset |
| Guidestone Financial | RECORDKEEPER | $130 | not reported in the loaded dataset |