Joyce University Retirement Plan — Form 5500 plan (Ameritech College LLC)
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, Joyce University Retirement Plan is a benefit plan reported by Ameritech College LLC under EIN 27-4239279 and plan number 002. The latest loaded filing year is 2023. The filing reports 433 participants and $8,189,566 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ameritech College LLC
- EIN
- 27-4239279
- Plan number
- 002
- Plan type
- 2
- Location
- Draper, UT
- Latest filing year
- 2023
- Participants
- 433
- End-of-year plan assets
- $8,189,566
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 433 | H, C | 20250902173336NAL0024758864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,189,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,189,566
- Net assets (BOY)
- $5,538,246
Income & contributions
- Employer contributions
- $745,942
- Participant contributions
- $1,224,552
- Total contributions
- $2,523,294
- Total income / additions
- $3,607,153
Expenses & distributions
- Benefits paid
- $872,575
- Administrative expenses
- $81,301
- Total expenses
- $955,833
- Net increase / (decrease)
- $2,651,320
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $35,883 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $28,536 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,757 | not reported in the loaded dataset | 2023 |
| Wilke Cpas & Advisors, Llp | AUDITOR | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ameritech College LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Draper, UT
- Empower Annuity Insurance Company O — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Wilke Cpas & Advisors, Llp — Schedule C compensation