St. John'S College Defined Contribution Retirement Plan — Form 5500 plan (St. John'S 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, St. John'S College Defined Contribution Retirement Plan is a benefit plan reported by St. John'S College under EIN 52-0591421 and plan number 001. The latest loaded filing year is 2023. The filing reports 826 participants and $130,420,016 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. John'S College
- EIN
- 52-0591421
- Plan number
- 001
- Plan type
- 2
- Location
- Annapolis, MD
- Latest filing year
- 2023
- Participants
- 826
- End-of-year plan assets
- $130,420,016
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 826 | H, C | 20241011132829NAL0012538643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,420,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,420,016
- Net assets (BOY)
- $119,023,438
Income & contributions
- Employer contributions
- $1,861,043
- Participant contributions
- $1,375,200
- Total contributions
- $3,336,811
- Total income / additions
- $19,858,470
Expenses & distributions
- Benefits paid
- $8,406,065
- Administrative expenses
- $49,780
- Total expenses
- $8,461,892
- Net increase / (decrease)
- $11,396,578
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $14,530 | $0 | 2023 |
| Jmm Cpa | NONE | $12,750 | not reported in the loaded dataset | 2023 |