2023 Form 5500 filing — The Sullivan University System, Inc. 401(K) 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 20241015133911NAL0014736963001) for The Sullivan University System, Inc. 401(K) Plan, reported by The Sullivan University System, Inc. under EIN 61-0596564 and plan number 003. It reports 546 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133911NAL0014736963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Sullivan University System, Inc.
- EIN
- 61-0596564
- Plan number
- 003
- Location
- Louisville, KY
- Participants
- 546
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,821,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,821,500
- Participant contributions
- $1,048,407
- Total income / additions
- $4,475,180
- Benefits paid
- $3,277,649
- Administrative expenses
- $54,072
- Total expenses
- $3,331,760
- Net increase / (decrease)
- $1,143,420
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirment Plan Svcs | RETAINED BY PLAN SPONSOR | $27,158 | $0 |
| Wilshire Associates, Inc. | RETAINED BY PLAN SPONSOR | $26,471 | not reported in the loaded dataset |