Wayland Academy Retirement Plan — Form 5500 plan (Wayland 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, Wayland Academy Retirement Plan is a benefit plan reported by Wayland Academy under EIN 39-0806363 and plan number 004. The latest loaded filing year is 2023. The filing reports 60 participants and $3,769,071 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wayland Academy
- EIN
- 39-0806363
- Plan number
- 004
- Plan type
- 2
- Location
- Beaver Dam, WI
- Latest filing year
- 2023
- Participants
- 60
- End-of-year plan assets
- $3,769,071
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 60 | I | 20241211144905NAL0023603570001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,769,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,769,071
- Net assets (BOY)
- $3,441,062
Income & contributions
- Employer contributions
- $138,614
- Participant contributions
- $280,409
- Total income / additions
- $910,686
Expenses & distributions
- Benefits paid
- $564,849
- Administrative expenses
- $17,828
- Total expenses
- $582,677
- Net increase / (decrease)
- $328,009
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.