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, Wilmington Friends School 403(B) Retirement Plan is a benefit plan reported by Wilmington Friends School, Inc. under EIN 51-0064310 and plan number 006. The latest loaded filing year is 2023. The filing reports 415 participants and $51,992,162 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,992,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,992,162
- Net assets (BOY)
- $47,157,465
Income & contributions
- Employer contributions
- $676,685
- Participant contributions
- $761,685
- Total contributions
- $1,556,889
- Total income / additions
- $8,804,178
Expenses & distributions
- Benefits paid
- $3,892,460
- Administrative expenses
- $62,521
- Total expenses
- $3,969,481
- Net increase / (decrease)
- $4,834,697