2023 Form 5500 filing — Agnes Scott College Tax-Deferred Annuity 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 20241015092833NAL0014310803001) for Agnes Scott College Tax-Deferred Annuity Plan, reported by Agnes Scott College under EIN 58-0566116 and plan number 004. It reports 307 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)$0Reported net assets
Participants307
Provider compensation$3.2K1 Schedule C row(s)$3,185
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015092833NAL0014310803001
Plan sponsor
Agnes Scott College
EIN
58-0566116
Plan number
004
Location
Decatur, GA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Money in vs. money out
Total income / additions$1.2M
Total expenses$147.1K
Benefits paid / distributions$145.9K
Contributions
EmployerNot reported
Participant$228.9K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Participant contributions
$228,895
Total income / additions
$1,221,508
Benefits paid
$145,879
Administrative expenses
$3,185
Total expenses
$147,101
Net increase / (decrease)
$1,074,407

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
TiaaNONE$3,185$0

Related Form 5500 pages