2023 Form 5500 filing — Robert C. Byrd 403(B) Dc 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 20241015210105NAL0029664017005) for Robert C. Byrd 403(B) Dc Plan, reported by West Virginia School Of Osteopathic Medicine Clinic, Inc. under EIN 55-0559322 and plan number 085. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.4MReported net assets$7,401,584
Participants151
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015210105NAL0029664017005
Plan sponsor
West Virginia School Of Osteopathic Medicine Clinic, Inc.
EIN
55-0559322
Plan number
085
Location
Lewisburg, WV
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$7.4M total assets
Net assets$7.4MLiabilities
Money in vs. money out
Total income / additions$1.5M
Total expenses$164.1K
Benefits paid / distributions$164.1K
Contributions
Employer$244.7K
Participant$330.4K
Full reported line items
Total assets (EOY)
$7,401,584
Net assets (EOY)
$7,401,584
Employer contributions
$244,743
Participant contributions
$330,367
Total income / additions
$1,530,231
Benefits paid
$164,132
Total expenses
$164,132
Net increase / (decrease)
$1,366,099

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015210105NAL0029664017005 cover?
It is the 2023 Form 5500 filing for Robert C. Byrd 403(B) Dc Plan, reported by West Virginia School Of Osteopathic Medicine Clinic, Inc. (EIN 55-0559322).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages