2023 Form 5500 filing — Westminster College 403(B) Retirement Account
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 20241015085500NAL0048564272001) for Westminster College 403(B) Retirement Account, reported by Westminster College under EIN 43-0652617 and plan number 001. It reports 490 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085500NAL0048564272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westminster College
- EIN
- 43-0652617
- Plan number
- 001
- Location
- Fulton, MO
- Participants
- 490
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,178,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,178,471
- Employer contributions
- $199,223
- Participant contributions
- $502,335
- Total income / additions
- $4,425,885
- Benefits paid
- $2,392,029
- Administrative expenses
- $365
- Total expenses
- $2,392,394
- Net increase / (decrease)
- $2,033,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $0 | $29,219 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $365 | $0 |