2023 Form 5500 filing — Lebanon Valley College Defined Contribution Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718142407NAL0005945441002) for Lebanon Valley College Defined Contribution Plan, reported by Lebanon Valley College under EIN 23-1352354 and plan number 001. It reports 829 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$112.7MReported net assets$112,739,714
Participants829
Provider compensation$42K1 Schedule C row(s)$41,970
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240718142407NAL0005945441002
Plan sponsor
Lebanon Valley College
EIN
23-1352354
Plan number
001
Location
Annville, PA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$112.7M total assets
Net assets$112.7MLiabilities
Money in vs. money out
Total income / additions$18.9M
Total expenses$6.3M
Benefits paid / distributions$6.3M
Contributions
Employer$2M
Participant$2M
Full reported line items
Total assets (EOY)
$112,739,714
Net assets (EOY)
$112,739,714
Employer contributions
$2,021,678
Participant contributions
$1,991,978
Total income / additions
$18,920,587
Benefits paid
$6,302,550
Administrative expenses
$41,970
Total expenses
$6,344,520
Net increase / (decrease)
$12,576,067

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
TiaaPLAN ADMINISTRATOR$41,970$0

Related Form 5500 pages