2023 Form 5500 filing — Brenau University 403(B) Defined Contribution 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 20250415125851NAL0001489363001) for Brenau University 403(B) Defined Contribution Plan, reported by Brenau University under EIN 58-0566143 and plan number 002. It reports 697 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415125851NAL0001489363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brenau University
- EIN
- 58-0566143
- Plan number
- 002
- Location
- Gainesville, GA
- Participants
- 697
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,187,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,187,376
- Employer contributions
- $1,145,493
- Participant contributions
- $2,012,045
- Total income / additions
- $11,580,910
- Benefits paid
- $4,574,967
- Administrative expenses
- $185,876
- Total expenses
- $4,760,843
- Net increase / (decrease)
- $6,820,067
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPING | $100,754 | $0 |
| Cannon Financial Strategists, Inc. | CONSULTANT | $85,076 | not reported in the loaded dataset |
| Lincoln National Corp | SERVICE PROVIDER | $25 | $0 |