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, Capital University 403(B) Retirement Plan is a benefit plan reported by Capital University under EIN 31-4379435 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,363 participants and $167,643,813 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $167,643,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $167,643,813
- Net assets (BOY)
- $155,199,314
Income & contributions
- Employer contributions
- $1,557,712
- Participant contributions
- $1,802,523
- Total contributions
- $3,916,360
- Total income / additions
- $24,096,920
Expenses & distributions
- Benefits paid
- $11,534,353
- Administrative expenses
- $118,068
- Total expenses
- $11,652,421
- Net increase / (decrease)
- $12,444,499