2023 Form 5500 filing — Walsh College Tax-Sheltered Annuity 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 20241015170343NAL0050589664001) for Walsh College Tax-Sheltered Annuity Plan, reported by Walsh College under EIN 38-1308480 and plan number 002. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170343NAL0050589664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walsh College
- EIN
- 38-1308480
- Plan number
- 002
- Location
- Troy, MI
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,069,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,069,576
- Employer contributions
- $715,790
- Participant contributions
- $708,665
- Total income / additions
- $5,652,734
- Benefits paid
- $4,516,339
- Administrative expenses
- $59,374
- Total expenses
- $4,575,713
- Net increase / (decrease)
- $1,077,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Recources Investment Advisors LLC | INVESTMENT MNGT | $37,801 | not reported in the loaded dataset |
| Empower Annuity Ins Company Of Amer | RECORDKEEPER | $16,911 | $0 |
| Watkins Ross Co | CONTACT ADMIN | $6,181 | $0 |
| Fidelity Inv. Inst. Ops. Co., Inc. | NONE | $1,165 | $0 |
| Tiaa | NONE | $0 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | NONE | $0 | $0 |