College Of Mount Saint Vincent Defined Contribution Plan — Form 5500 plan (College Of Mount Saint Vincent)
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, College Of Mount Saint Vincent Defined Contribution Plan is a benefit plan reported by College Of Mount Saint Vincent under EIN 13-1740445 and plan number 001. The latest loaded filing year is 2023. The filing reports 617 participants and $55,453,632 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$55.5MPlan net assets, end of year$55,453,632
Participants617Covered participants reported
Assets / participant$89.9KComputed: assets ÷ participants$89,876 (computed)
Provider compensation$53.8K3 Schedule C provider row(s)$53,838
- Plan sponsor
- College Of Mount Saint Vincent
- EIN
- 13-1740445
- Plan number
- 001
- Plan type
- 2
- Location
- Bronx, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 617 | H, C | 20241203105126NAL0001438643001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$55.5M total assets
Net assets$55.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $55,453,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,453,632
- Net assets (BOY)
- $49,829,097
Income & contributions
- Employer contributions
- $923,225
- Participant contributions
- $1,416,904
- Total contributions
- $2,393,272
- Total income / additions
- $9,114,647
Expenses & distributions
- Benefits paid
- $3,436,274
- Administrative expenses
- $53,838
- Total expenses
- $3,490,112
- Net increase / (decrease)
- $5,624,535
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $33,750 | not reported in the loaded dataset | 2023 |
| Tiaa-Teachers Insurance & Annuity | NONE | $19,413 | $0 | 2023 |
| Mutual Of America Life Insurance Co | NONE | $675 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for College Of Mount Saint Vincent
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bronx, NY
- Capfinancial Partners, LLC — Schedule C compensation
- Tiaa-Teachers Insurance & Annuity — Schedule C compensation
- Mutual Of America Life Insurance Co — Schedule C compensation