Wheaton Academy 403(B) Dc Plan — Form 5500 plan (Wheaton Academy)
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, Wheaton Academy 403(B) Dc Plan is a benefit plan reported by Wheaton Academy under EIN 36-2388793 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $8,870,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wheaton Academy
- EIN
- 36-2388793
- Plan number
- 001
- Plan type
- 2
- Location
- West Chicago, IL
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $8,870,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20240723101345NAL0007184019002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,870,038
- Net assets (EOY)
- $8,870,038
- Net assets (BOY)
- $7,638,567
Income & contributions
- Employer contributions
- $210,585
- Participant contributions
- $420,348
- Total contributions
- $630,933
- Total income / additions
- $1,909,565
Expenses & distributions
- Benefits paid
- $674,881
- Administrative expenses
- $3,213
- Total expenses
- $678,094
- Net increase / (decrease)
- $1,231,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $3,213 | $0 | 2023 |