2023 Form 5500 filing — Smith College Defined Contribution 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 20241010114351NAL0011429315001) for Smith College Defined Contribution Retirement Plan, reported by Smith College under EIN 04-1843040 and plan number 002. It reports 3,782 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010114351NAL0011429315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smith College
- EIN
- 04-1843040
- Plan number
- 002
- Location
- Northampton, MA
- Participants
- 3,782
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $582,656,356
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $582,656,356
- Employer contributions
- $10,791,413
- Participant contributions
- $8,339,621
- Total income / additions
- $101,261,601
- Benefits paid
- $38,483,602
- Administrative expenses
- $182,355
- Total expenses
- $38,665,957
- Net increase / (decrease)
- $62,595,644
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mp P.C. | SERVICE PROVIDER | $22,900 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | SERVICE PROVIDER | $17,771 | not reported in the loaded dataset |
| Global Retirement Partners, LLC | SERVICE PROVIDER | $15,000 | not reported in the loaded dataset |
| Fidelity Invst Institutional Opp Co | RECORDKEEPER | $1,103 | $0 |