Stevens Institute Of Technology Defined Contributi — Form 5500 plan (Stevens Institute Of Technology)
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, Stevens Institute Of Technology Defined Contributi is a benefit plan reported by Stevens Institute Of Technology under EIN 22-1487354 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,270 participants and $420,010,803 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stevens Institute Of Technology
- EIN
- 22-1487354
- Plan number
- 001
- Plan type
- 2
- Location
- Hoboken, NJ
- Latest filing year
- 2023
- Participants
- 2,270
- End-of-year plan assets
- $420,010,803
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,270 | H, C | 20241015133926NAL0049660768003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $420,010,803
- Net assets (EOY)
- $420,010,803
- Net assets (BOY)
- $369,357,514
Income & contributions
- Employer contributions
- $8,598,908
- Participant contributions
- $10,494,664
- Total contributions
- $20,723,517
- Total income / additions
- $72,463,081
Expenses & distributions
- Benefits paid
- $21,366,933
- Administrative expenses
- $440,242
- Total expenses
- $21,809,792
- Net increase / (decrease)
- $50,653,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Teachers Insur. & Annuity Assoc. | PARTY-IN-INTEREST | $180,521 | $0 | 2023 |
| Stevens Institute Of Technology | NONE | $149,790 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $108,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stevens Institute Of Technology
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hoboken, NJ
- Teachers Insur. & Annuity Assoc. — Schedule C compensation
- Stevens Institute Of Technology — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation