Viterbo University, Inc. Defined Contribution Retirement Plan — Form 5500 plan (Viterbo University, Inc.)
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, Viterbo University, Inc. Defined Contribution Retirement Plan is a benefit plan reported by Viterbo University, Inc. under EIN 39-0978445 and plan number 001. The latest loaded filing year is 2023. The filing reports 562 participants and $60,449,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Viterbo University, Inc.
- EIN
- 39-0978445
- Plan number
- 001
- Plan type
- 2
- Location
- La Crosse, WI
- Latest filing year
- 2023
- Participants
- 562
- End-of-year plan assets
- $60,449,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 562 | H | 20240530141917NAL0013567089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,449,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,449,671
- Net assets (BOY)
- $38,688,057
Income & contributions
- Employer contributions
- $616,570
- Participant contributions
- $616,570
- Total contributions
- $1,233,546
- Total income / additions
- $6,701,048
Expenses & distributions
- Benefits paid
- $3,933,080
- Administrative expenses
- $0
- Total expenses
- $3,933,080
- Net increase / (decrease)
- $2,767,968
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.