William Jewell College 403(B) Plan — Form 5500 plan (William Jewell 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, William Jewell College 403(B) Plan is a benefit plan reported by William Jewell College under EIN 44-0545914 and plan number 001. The latest loaded filing year is 2023. The filing reports 436 participants and $49,732,051 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William Jewell College
- EIN
- 44-0545914
- Plan number
- 001
- Plan type
- 2
- Location
- Liberty, MO
- Latest filing year
- 2023
- Participants
- 436
- End-of-year plan assets
- $49,732,051
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 436 | H, C | 20241015125409NAL0014666163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,732,051
- Net assets (EOY)
- $49,732,051
- Net assets (BOY)
- $44,689,129
Income & contributions
- Employer contributions
- $550,276
- Participant contributions
- $1,082,543
- Total contributions
- $1,641,442
- Total income / additions
- $8,713,708
Expenses & distributions
- Benefits paid
- $3,601,825
- Administrative expenses
- $68,961
- Total expenses
- $3,670,786
- Net increase / (decrease)
- $5,042,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Guidestone Financial Resources | NONE | $55,747 | $0 | 2023 |
| Cbiz Investment Advisory Services | NONE | $12,065 | $0 | 2023 |
| Tiaa | NONE | $1,149 | $0 | 2023 |