Malone University 403(B) Dc Plan — Form 5500 plan (Malone University Human Resources)
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, Malone University 403(B) Dc Plan is a benefit plan reported by Malone University Human Resources under EIN 34-0737794 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $37,341,926 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Malone University Human Resources
- EIN
- 34-0737794
- Plan number
- 001
- Plan type
- 2
- Location
- Canton, OH
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $37,341,926
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20241013122503NAL0024744609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,341,926
- Net assets (EOY)
- $37,341,926
- Net assets (BOY)
- $34,877,549
Income & contributions
- Employer contributions
- $56,271
- Participant contributions
- $493,172
- Total contributions
- $593,810
- Total income / additions
- $5,576,943
Expenses & distributions
- Benefits paid
- $3,045,640
- Administrative expenses
- $64,776
- Total expenses
- $3,112,566
- Net increase / (decrease)
- $2,464,377
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Teachers Insurance And Annuity Asso | NONE | $7,835 | not reported in the loaded dataset | 2023 |