Mcpherson College 403(B) Plan — Form 5500 plan (Mcpherson College)
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, Mcpherson College 403(B) Plan is a benefit plan reported by Mcpherson College under EIN 48-0543736 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $22,433,417 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcpherson College
- EIN
- 48-0543736
- Plan number
- 001
- Plan type
- 2
- Location
- Mcpherson, KS
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $22,433,417
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20240801182632NAL0023295617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,433,417
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,433,417
- Net assets (BOY)
- $19,614,332
Income & contributions
- Employer contributions
- $794,088
- Participant contributions
- $290,303
- Total contributions
- $1,228,140
- Total income / additions
- $4,303,743
Expenses & distributions
- Benefits paid
- $1,417,752
- Administrative expenses
- $66,906
- Total expenses
- $1,484,658
- Net increase / (decrease)
- $2,819,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $42,688 | $0 | 2023 |
| Mariner Wealth Advisors, LLC | ADVISOR | $24,218 | not reported in the loaded dataset | 2023 |