Albright College Defined Contribution Retirement Plan — Form 5500 plan (Albright 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, Albright College Defined Contribution Retirement Plan is a benefit plan reported by Albright College under EIN 23-1352615 and plan number 001. The latest loaded filing year is 2023. The filing reports 842 participants and $115,541,489 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Albright College
EIN
23-1352615
Plan number
001
Plan type
2
Location
Reading, PA
Latest filing year
2023
Participants
842
End-of-year plan assets
$115,541,489

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023842H, C20241125164728NAL0010739458001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$115,541,489
Net assets (EOY)
$115,541,489
Net assets (BOY)
$104,040,087

Income & contributions

Employer contributions
$730,525
Participant contributions
$1,528,816
Total contributions
$2,441,493
Total income / additions
$16,319,651

Expenses & distributions

Benefits paid
$4,743,778
Administrative expenses
$74,471
Total expenses
$4,818,249
Net increase / (decrease)
$11,501,402

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient Advisors, LLCNONE$43,775not reported in the loaded dataset2023
Baker Tilly Us, LlpNONE$29,150not reported in the loaded dataset2023

Related Form 5500 pages