2023 Form 5500 filing — University Of Jamestown 403(B) Dc 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 20240913154555NAL0017364032001) for University Of Jamestown 403(B) Dc Plan, reported by University Of Jamestown Dba Jamestown College under EIN 45-0231180 and plan number 001. It reports 504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913154555NAL0017364032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Jamestown Dba Jamestown College
- EIN
- 45-0231180
- Plan number
- 001
- Location
- Jamestown, ND
- Participants
- 504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,564,188
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,564,188
- Employer contributions
- $538,739
- Participant contributions
- $873,319
- Total income / additions
- $4,956,125
- Benefits paid
- $1,514,089
- Administrative expenses
- $24,896
- Total expenses
- $1,540,617
- Net increase / (decrease)
- $3,415,508
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $21,743 | $0 |
| Ascensus Inc | OTHER | $0 | $5,731 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $3,140 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3 | not reported in the loaded dataset |