2023 Form 5500 filing — St. Joseph'S Collegiate Institute Defined Contribution Retirement 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 20240730143924NAL0034549056001) for St. Joseph'S Collegiate Institute Defined Contribution Retirement Plan, reported by St. Joseph'S Collegiate Institute under EIN 16-0743159 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730143924NAL0034549056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Joseph'S Collegiate Institute
- EIN
- 16-0743159
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,487,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,487,729
- Employer contributions
- $261,728
- Participant contributions
- $449,698
- Total income / additions
- $3,073,713
- Benefits paid
- $2,335,020
- Administrative expenses
- $20,945
- Total expenses
- $2,355,965
- Net increase / (decrease)
- $717,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa Teachers Ins & Annunity Acssoc | RECORDKEEPER | $15,858 | $0 |
| Lawley Retirement Advisors LLC | ADVISOR | $5,087 | not reported in the loaded dataset |
| Actuarial Consulting Services, Inc. | THIRD PARTY ADMINISTRATO | $0 | $0 |