Cazenovia College 403(B) Retirement Plan — Form 5500 plan (Cazenovia 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, Cazenovia College 403(B) Retirement Plan is a benefit plan reported by Cazenovia College under EIN 15-0543658 and plan number 001. The latest loaded filing year is 2023. The filing reports 604 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cazenovia College
EIN
15-0543658
Plan number
001
Plan type
2
Location
Cazenovia, NY
Latest filing year
2023
Participants
604
End-of-year plan assets
not reported in the loaded dataset

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023604H20240514160002NAL0021011251001

Reported financial statement (2023 · Schedule H)

Net assets

Net assets (BOY)
$36,242,488

Income & contributions

Employer contributions
$124,675
Participant contributions
$272,450
Total contributions
$397,125
Total income / additions
$4,034,723

Expenses & distributions

Benefits paid
$40,237,940
Administrative expenses
$3,599
Total expenses
$40,277,211
Net increase / (decrease)
-$36,242,488

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages