2023 Form 5500 filing — Mcdaniel College Defined Contribution 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 20250314124303NAL0035356832001) for Mcdaniel College Defined Contribution Retirement Plan, reported by Mcdaniel College under EIN 52-0591694 and plan number 001. It reports 931 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314124303NAL0035356832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcdaniel College
- EIN
- 52-0591694
- Plan number
- 001
- Location
- Westminster, MD
- Participants
- 931
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,813,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,813,755
- Employer contributions
- $1,148,470
- Participant contributions
- $2,002,990
- Total income / additions
- $20,654,303
- Benefits paid
- $9,273,571
- Administrative expenses
- $158,071
- Total expenses
- $9,440,722
- Net increase / (decrease)
- $11,213,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $97,601 | not reported in the loaded dataset |
| Tiaa | NONE | $38,472 | $0 |
| Sc&H Attest Services, P.C. | NONE | $21,400 | not reported in the loaded dataset |