Plan5500

Walsh University Retirement Plan — Form 5500 plan (Walsh University, Inc.)

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, Walsh University Retirement Plan is a benefit plan reported by Walsh University, Inc. under EIN 34-0868798 and plan number 001. The latest loaded filing year is 2023. The filing reports 680 participants and $56,730,693 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walsh University, Inc.
EIN
34-0868798
Plan number
001
Plan type
2
Location
North Canton, OH
Latest filing year
2023
Participants
680
End-of-year plan assets
$56,730,693

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023680H, C20250325152506NAL0029315394001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,730,693
Net assets (EOY)
$56,730,693
Net assets (BOY)
$51,967,172

Income & contributions

Employer contributions
$1,017,437
Participant contributions
$919,666
Total contributions
$1,963,720
Total income / additions
$8,845,310

Expenses & distributions

Benefits paid
$3,984,708
Administrative expenses
$97,081
Total expenses
$4,081,789
Net increase / (decrease)
$4,763,521

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa- Teachers Ins & Annuity AssnADVISOR$105,820$02023
Clearstead Advisors, LLCADVISOR$20,000not reported in the loaded dataset2023

Related Form 5500 pages