2023 Form 5500 filing — Davidson College 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 20241009092851NAL0036599282001) for Davidson College Retirement Plan, reported by Davidson College under EIN 56-0529961 and plan number 001. It reports 1,191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009092851NAL0036599282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davidson College
- EIN
- 56-0529961
- Plan number
- 001
- Location
- Davidson, NC
- Participants
- 1,191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $191,191,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $191,191,082
- Employer contributions
- $5,918,749
- Total income / additions
- $30,793,047
- Benefits paid
- $10,267,337
- Administrative expenses
- $109,261
- Total expenses
- $10,376,598
- Net increase / (decrease)
- $20,416,449
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $52,940 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $41,250 | not reported in the loaded dataset |
| Fidelity Investments | RECORDKEEPER | $15,146 | not reported in the loaded dataset |