Dakota Wesleyan University Defined Contribution Plan — Form 5500 plan (Dakota Wesleyan University)
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, Dakota Wesleyan University Defined Contribution Plan is a benefit plan reported by Dakota Wesleyan University under EIN 46-0224589 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $18,490,594 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dakota Wesleyan University
- EIN
- 46-0224589
- Plan number
- 001
- Plan type
- 2
- Location
- Mitchell, SD
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $18,490,594
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20241011114947NAL0010882243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,490,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,490,594
- Net assets (BOY)
- $16,891,994
Income & contributions
- Employer contributions
- $318,901
- Participant contributions
- $455,435
- Total contributions
- $784,989
- Total income / additions
- $3,375,408
Expenses & distributions
- Benefits paid
- $1,721,063
- Administrative expenses
- $55,745
- Total expenses
- $1,776,808
- Net increase / (decrease)
- $1,598,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Two West Capital Advisors | NONE | $21,377 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $14,832 | $0 | 2023 |
| Pentegra Services, Inc. | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Coulter & Justus | NONE | $5,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dakota Wesleyan University
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Mitchell, SD
- Two West Capital Advisors — Schedule C compensation
- Tiaa — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation
- Coulter & Justus — Schedule C compensation