2023 Form 5500 filing — Le Moyne College 403(B) 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 20240920133314NAL0013202496001) for Le Moyne College 403(B) Plan, reported by Le Moyne College under EIN 15-0545841 and plan number 001. It reports 1,718 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240920133314NAL0013202496001
Filing year
2023
Form type
2
Plan sponsor
Le Moyne College
EIN
15-0545841
Plan number
001
Location
Syracuse, NY
Participants
1,718
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$207,739,564
Total liabilities (EOY)
$0
Net assets (EOY)
$207,739,564
Employer contributions
$3,503,578
Participant contributions
$3,176,230
Total income / additions
$32,782,480
Benefits paid
$14,052,509
Administrative expenses
$65,503
Total expenses
$14,118,012
Net increase / (decrease)
$18,664,468
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cap Financial Partners, LLCNONE$49,379not reported in the loaded dataset
Freed Maxick Cpas, P.C.NONE$12,500not reported in the loaded dataset
TiaaNONE$3,625$0

Related Form 5500 pages