2023 Form 5500 filing — Munson Williams Proctor Institute 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 20241015160324NAL0029035761002) for Munson Williams Proctor Institute Defined Contribution Retirement Plan, reported by Munson Williams Proctor Institute under EIN 15-0532214 and plan number 002. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015160324NAL0029035761002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Munson Williams Proctor Institute
- EIN
- 15-0532214
- Plan number
- 002
- Location
- Utica, NY
- Participants
- 310
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,013,970
- Net assets (EOY)
- $20,013,970
- Employer contributions
- $265,649
- Participant contributions
- $416,892
- Total income / additions
- $3,071,008
- Benefits paid
- $914,642
- Administrative expenses
- $2,629
- Total expenses
- $917,271
- Net increase / (decrease)
- $2,153,737
- Schedule source
- Schedule H