2023 Form 5500 filing — University Of St. Augustine For Health Sciences 401(K) Retirement Savings 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 20241010095129NAL0035403504001) for University Of St. Augustine For Health Sciences 401(K) Retirement Savings Plan, reported by University Of St. Augustine For Health Sciences, LLC under EIN 59-3166042 and plan number 001. It reports 1,200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010095129NAL0035403504001
Filing year
2023
Form type
2
Plan sponsor
University Of St. Augustine For Health Sciences, LLC
EIN
59-3166042
Plan number
001
Location
Coral Gables, FL
Participants
1,200
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$30,360,650
Total liabilities (EOY)
$0
Net assets (EOY)
$30,360,650
Employer contributions
$1,361,930
Participant contributions
$4,619,608
Total income / additions
$10,804,462
Benefits paid
$1,792,004
Administrative expenses
$68,527
Total expenses
$1,860,531
Net increase / (decrease)
$8,943,931
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln Financial GroupSERVICE PROVIDER$68,527$0

Related Form 5500 pages