2023 Form 5500 filing — Siena 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 20241011112504NAL0012421011001) for Siena College Defined Contribution Retirement Plan, reported by Siena College under EIN 14-1338498 and plan number 001. It reports 1,455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$240.5MReported net assets$240,489,965
Participants1.5K1,455
Provider compensation$185K3 Schedule C row(s)$184,964
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011112504NAL0012421011001
Plan sponsor
Siena College
EIN
14-1338498
Plan number
001
Location
Loudonville, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$240.5M total assets
Net assets$240.5MLiabilities$0
Money in vs. money out
Total income / additions$36.9M
Total expenses$9M
Benefits paid / distributions$8.8M
Contributions
Employer$4.2M
Participant$3.8M
Full reported line items
Total assets (EOY)
$240,489,965
Total liabilities (EOY)
$0
Net assets (EOY)
$240,489,965
Employer contributions
$4,150,139
Participant contributions
$3,838,955
Total income / additions
$36,900,707
Benefits paid
$8,769,420
Administrative expenses
$183,883
Total expenses
$8,953,303
Net increase / (decrease)
$27,947,404
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Direct $118.6K · Indirect $0
  2. 2
    Direct $35.4K · Indirect $0
  3. 3
    Direct $31K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011112504NAL0012421011001 cover?
It is the 2023 Form 5500 filing for Siena College Defined Contribution Retirement Plan, reported by Siena College (EIN 14-1338498).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages