Plan5500

Wesleyan School Retirement Plan — Form 5500 plan (Wesleyan School, Inc.)

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, Wesleyan School Retirement Plan is a benefit plan reported by Wesleyan School, Inc. under EIN 58-2147411 and plan number 001. The latest loaded filing year is 2023. The filing reports 444 participants and $50,953,117 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wesleyan School, Inc.
EIN
58-2147411
Plan number
001
Plan type
2
Location
Peachtree Corners, GA
Latest filing year
2023
Participants
444
End-of-year plan assets
$50,953,117

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023444H, C20240812123533NAL0009467009002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,953,117
Net assets (EOY)
$50,953,117
Net assets (BOY)
$43,152,134

Income & contributions

Employer contributions
$1,085,645
Participant contributions
$1,469,287
Total contributions
$2,673,094
Total income / additions
$10,259,606

Expenses & distributions

Benefits paid
$2,401,839
Administrative expenses
$56,784
Total expenses
$2,458,623
Net increase / (decrease)
$7,800,983

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Teachers Insurance & Annuity Assoc.RECORDKEEPER$56,784$02023

Related Form 5500 pages