Hampden-Sydney College Defined Contribution Retirement Plan — Form 5500 plan (Hampden-Sydney 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, Hampden-Sydney College Defined Contribution Retirement Plan is a benefit plan reported by Hampden-Sydney College under EIN 54-0505906 and plan number 001. The latest loaded filing year is 2023. The filing reports 732 participants and $108,263,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hampden-Sydney College
- EIN
- 54-0505906
- Plan number
- 001
- Plan type
- 2
- Location
- Hampden Sydney, VA
- Latest filing year
- 2023
- Participants
- 732
- End-of-year plan assets
- $108,263,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 732 | H, C | 20241003040727NAL0005423539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,263,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,263,694
- Net assets (BOY)
- $98,181,545
Income & contributions
- Employer contributions
- $1,699,003
- Participant contributions
- $1,433,485
- Total contributions
- $4,059,497
- Total income / additions
- $18,981,176
Expenses & distributions
- Benefits paid
- $8,815,574
- Administrative expenses
- $81,779
- Total expenses
- $8,899,027
- Net increase / (decrease)
- $10,082,149
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners | NONE | $70,633 | not reported in the loaded dataset | 2023 |
| Tiaa-Cref | NONE | $40,567 | $0 | 2023 |
| Fidelity Inv. Inst. Op. Co., Inc. | RECORDKEEPER | $735 | $0 | 2023 |