2023 Form 5500 filing — Gettysburg College 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 20240829085847NAL0024073600001) for Gettysburg College Tax Deferred Annuity Plan, reported by Gettysburg College under EIN 23-1352641 and plan number 003. It reports 1,201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829085847NAL0024073600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gettysburg College
- EIN
- 23-1352641
- Plan number
- 003
- Location
- Gettysburg, PA
- Participants
- 1,201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,536,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,536,693
- Participant contributions
- $3,604,434
- Total income / additions
- $16,029,048
- Benefits paid
- $6,792,943
- Administrative expenses
- $76,780
- Total expenses
- $6,872,625
- Net increase / (decrease)
- $9,156,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $65,249 | $0 |
| Fiducient Advisors, LLC | NONE | $11,084 | not reported in the loaded dataset |
| Fidelity Inv Inst Operation Co, LLC | NONE | $162 | $0 |