Westminster School 403(B) Dc Plan — Form 5500 plan (Westminster School)
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, Westminster School 403(B) Dc Plan is a benefit plan reported by Westminster School under EIN 73-0730839 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $12,258,266 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westminster School
- EIN
- 73-0730839
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $12,258,266
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20240827120628NAL0010869617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,258,266
- Net assets (EOY)
- $12,258,266
- Net assets (BOY)
- $11,099,614
Income & contributions
- Employer contributions
- $315,811
- Participant contributions
- $269,857
- Total contributions
- $585,668
- Total income / additions
- $1,936,356
Expenses & distributions
- Benefits paid
- $750,581
- Administrative expenses
- $27,123
- Total expenses
- $777,704
- Net increase / (decrease)
- $1,158,652
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $18,015 | $0 | 2023 |
| Two West Capital Advisors | not reported in the loaded dataset | $9,483 | not reported in the loaded dataset | 2023 |