Pfeiffer University Retirement Plan — Form 5500 plan (Pfeiffer 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, Pfeiffer University Retirement Plan is a benefit plan reported by Pfeiffer University under EIN 56-0529990 and plan number 001. The latest loaded filing year is 2023. The filing reports 479 participants and $32,029,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pfeiffer University
- EIN
- 56-0529990
- Plan number
- 001
- Plan type
- 2
- Location
- Misenheimer, NC
- Latest filing year
- 2023
- Participants
- 479
- End-of-year plan assets
- $32,029,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 479 | H, C | 20250318113854NAL0004830608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,029,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,029,679
- Net assets (BOY)
- $29,915,185
Income & contributions
- Employer contributions
- $57,432
- Participant contributions
- $520,516
- Total contributions
- $585,355
- Total income / additions
- $5,895,052
Expenses & distributions
- Benefits paid
- $3,725,443
- Administrative expenses
- $54,747
- Total expenses
- $3,780,558
- Net increase / (decrease)
- $2,114,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Asset Advisory Svcs | NONE | $28,448 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $26,299 | $0 | 2023 |