2023 Form 5500 filing — The American 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 20241015145043NAL0016671395001) for The American College Tax Deferred Annuity Plan, reported by The American College under EIN 23-1352008 and plan number 002. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145043NAL0016671395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The American College
- EIN
- 23-1352008
- Plan number
- 002
- Location
- King Of Prussia, PA
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,993,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,993,867
- Employer contributions
- $1,225,351
- Participant contributions
- $1,925,334
- Total income / additions
- $8,494,517
- Benefits paid
- $3,952,600
- Administrative expenses
- $48,619
- Total expenses
- $4,033,484
- Net increase / (decrease)
- $4,461,033
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Rpcp | ADVISOR | $27,000 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $12,619 | $0 |
| Global Retirement Partners LLC | ADVISOR | $9,000 | not reported in the loaded dataset |