2023 Form 5500 filing — Azusa Pacific University Defined Contribution 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 20241011175910NAL0022484513001) for Azusa Pacific University Defined Contribution Plan, reported by Azusa Pacific University under EIN 95-1744369 and plan number 001. It reports 3,403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011175910NAL0022484513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Azusa Pacific University
- EIN
- 95-1744369
- Plan number
- 001
- Location
- Azusa, CA
- Participants
- 3,403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $294,168,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $294,168,660
- Employer contributions
- $2,980,887
- Participant contributions
- $5,716,168
- Total income / additions
- $45,593,173
- Benefits paid
- $19,237,784
- Administrative expenses
- $266,557
- Total expenses
- $19,506,670
- Net increase / (decrease)
- $26,086,503
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $161,057 | $0 |
| Benefit Financial Services Group | NONE | $75,000 | not reported in the loaded dataset |
| Capincrouse Llp | NONE | $16,000 | not reported in the loaded dataset |
| Automatic Data Processing, Inc. | NONE | $14,500 | not reported in the loaded dataset |