Smith College Defined Contribution Retirement Plan — Form 5500 plan (Smith College)
Plain-English plan 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, Smith College Defined Contribution Retirement Plan is a benefit plan reported by Smith College under EIN 04-1843040 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,782 participants and $582,656,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smith College
- EIN
- 04-1843040
- Plan number
- 002
- Plan type
- 2
- Location
- Northampton, MA
- Latest filing year
- 2023
- Participants
- 3,782
- End-of-year plan assets
- $582,656,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,782 | H, C | 20241010114351NAL0011429315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $582,656,356
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $582,656,356
- Net assets (BOY)
- $520,060,712
Income & contributions
- Employer contributions
- $10,791,413
- Participant contributions
- $8,339,621
- Total contributions
- $20,946,793
- Total income / additions
- $101,261,601
Expenses & distributions
- Benefits paid
- $38,483,602
- Administrative expenses
- $182,355
- Total expenses
- $38,665,957
- Net increase / (decrease)
- $62,595,644
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mp P.C. | SERVICE PROVIDER | $22,900 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | SERVICE PROVIDER | $17,771 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | SERVICE PROVIDER | $15,000 | not reported in the loaded dataset | 2023 |
| Fidelity Invst Institutional Opp Co | RECORDKEEPER | $1,103 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smith College
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Northampton, MA
- Mp P.C. — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Fidelity Invst Institutional Opp Co — Schedule C compensation