2023 Form 5500 filing — Ave Maria School Of Law 403(B) 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 20241022091151NAL0001824675001) for Ave Maria School Of Law 403(B) Retirement Plan, reported by Ave Maria School Of Law under EIN 38-3519708 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241022091151NAL0001824675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ave Maria School Of Law
- EIN
- 38-3519708
- Plan number
- 001
- Location
- Naples, FL
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,934,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,934,105
- Participant contributions
- $357,774
- Total income / additions
- $1,943,667
- Benefits paid
- $369,726
- Administrative expenses
- $20,227
- Total expenses
- $389,953
- Net increase / (decrease)
- $1,553,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $11,925 | $0 |
| Merrill Lynch | INVESTMENT ADVISOR | $8,002 | not reported in the loaded dataset |
| Kb Pension Services, Inc | THIRD PARTY ADMIN | $300 | not reported in the loaded dataset |