2023 Form 5500 filing — Muskingum University Defined Contribution And Tax Deferred Annuity 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 20240815122902NAL0022454608001) for Muskingum University Defined Contribution And Tax Deferred Annuity Plan, reported by Muskingum University under EIN 31-4379515 and plan number 001. It reports 752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815122902NAL0022454608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Muskingum University
- EIN
- 31-4379515
- Plan number
- 001
- Location
- New Concord, OH
- Participants
- 752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $791,744
- Participant contributions
- $960,264
- Total income / additions
- $7,831,995
- Benefits paid
- $7,977,162
- Administrative expenses
- $47,473
- Total expenses
- $8,024,635
- Net increase / (decrease)
- -$192,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plan Pilot, LLC | NONE | $22,570 | not reported in the loaded dataset |
| Maloney + Novotny LLC | NONE | $12,500 | not reported in the loaded dataset |
| Tiaa | NONE | $12,403 | $0 |