West Virginia University Research Corporation 403b Defined Contribution Plan — Form 5500 plan (West Virginia University Research Corporation)

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, West Virginia University Research Corporation 403b Defined Contribution Plan is a benefit plan reported by West Virginia University Research Corporation under EIN 55-0665758 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,294 participants and $36,742,929 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
West Virginia University Research Corporation
EIN
55-0665758
Plan number
001
Plan type
2
Location
Morgantown, WV
Latest filing year
2023
Participants
1,294
End-of-year plan assets
$36,742,929

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,294H, C20240731092504NAL0021277297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,742,929
Net assets (EOY)
$36,742,929
Net assets (BOY)
$29,212,869

Income & contributions

Employer contributions
$1,649,497
Participant contributions
$2,075,759
Total contributions
$4,094,755
Total income / additions
$9,326,271

Expenses & distributions

Benefits paid
$1,776,269
Administrative expenses
$19,942
Total expenses
$1,796,211
Net increase / (decrease)
$7,530,060

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forvis, LlpNONE$18,522not reported in the loaded dataset2023

Related Form 5500 pages