York University 403b Retirement Plan — Form 5500 plan (York 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, York University 403b Retirement Plan is a benefit plan reported by York University under EIN 47-0418641 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $3,174,716 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
York University
EIN
47-0418641
Plan number
001
Plan type
2
Location
York, NE
Latest filing year
2023
Participants
118
End-of-year plan assets
$3,174,716

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118I20241010080012NAL0009817491008

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,174,716
Net assets (EOY)
$3,174,716
Net assets (BOY)
$2,608,743

Income & contributions

Employer contributions
$88,267
Participant contributions
$84,443
Total income / additions
$711,079

Expenses & distributions

Benefits paid
$132,729
Administrative expenses
$12,377
Total expenses
$145,106
Net increase / (decrease)
$565,973

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages