2023 Form 5500 filing — Tabor College 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 20241015150414NAL0050077296001) for Tabor College Retirement Plan, reported by Tabor College, Inc. under EIN 48-0556726 and plan number 004. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150414NAL0050077296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tabor College, Inc.
- EIN
- 48-0556726
- Plan number
- 004
- Location
- Hillsboro, KS
- Participants
- 404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,478,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,478,650
- Employer contributions
- $220,248
- Participant contributions
- $202,912
- Total income / additions
- $3,363,427
- Benefits paid
- $1,047,341
- Administrative expenses
- $33,106
- Total expenses
- $1,080,447
- Net increase / (decrease)
- $2,282,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Wealth Advisors LLC | ADVISOR | $18,253 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $14,602 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $250 | $0 |