Wilson College Defined Contribution Retirement Plan — Form 5500 plan (Wilson College)
Plain-English plan 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, Wilson College Defined Contribution Retirement Plan is a benefit plan reported by Wilson College under EIN 23-1352692 and plan number 001. The latest loaded filing year is 2023. The filing reports 470 participants and $30,951,753 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilson College
- EIN
- 23-1352692
- Plan number
- 001
- Plan type
- 2
- Location
- Chambersburg, PA
- Latest filing year
- 2023
- Participants
- 470
- End-of-year plan assets
- $30,951,753
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 470 | H, C | 20240916130107NAL0002821840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,951,753
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,951,753
- Net assets (BOY)
- $27,482,039
Income & contributions
- Employer contributions
- $524,751
- Participant contributions
- $770,538
- Total contributions
- $1,325,369
- Total income / additions
- $5,509,987
Expenses & distributions
- Benefits paid
- $1,979,557
- Administrative expenses
- $60,716
- Total expenses
- $2,040,273
- Net increase / (decrease)
- $3,469,714
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISORY | $28,000 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $20,000 | $0 | 2023 |
| Dunbar, Bender & Zapf | THIRD PARTY ADMIN. | $7,865 | not reported in the loaded dataset | 2023 |