Dordt University Defined Contribution Retirement Plan — Form 5500 plan (Dordt University)
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, Dordt University Defined Contribution Retirement Plan is a benefit plan reported by Dordt University under EIN 42-0772559 and plan number 001. The latest loaded filing year is 2023. The filing reports 587 participants and $57,735,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dordt University
- EIN
- 42-0772559
- Plan number
- 001
- Plan type
- 2
- Location
- Sioux Center, IA
- Latest filing year
- 2023
- Participants
- 587
- End-of-year plan assets
- $57,735,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 587 | H, C | 20240920105021NAL0007687489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,735,640
- Net assets (EOY)
- $57,735,640
- Net assets (BOY)
- $52,321,426
Income & contributions
- Employer contributions
- $899,175
- Participant contributions
- $1,007,459
- Total contributions
- $2,075,179
- Total income / additions
- $9,326,770
Expenses & distributions
- Benefits paid
- $3,908,474
- Administrative expenses
- $4,082
- Total expenses
- $3,912,556
- Net increase / (decrease)
- $5,414,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $987 | $0 | 2023 |