Georgetown College Defined Contribution Plan — Form 5500 plan (Georgetown 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, Georgetown College Defined Contribution Plan is a benefit plan reported by Georgetown College under EIN 61-0444695 and plan number 001. The latest loaded filing year is 2023. The filing reports 618 participants and $55,828,279 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Georgetown College
- EIN
- 61-0444695
- Plan number
- 001
- Plan type
- 2
- Location
- Georgetown, KY
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $55,828,279
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20241015131852NAL0029761553005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,828,279
- Net assets (EOY)
- $55,828,279
- Net assets (BOY)
- $50,718,702
Income & contributions
- Employer contributions
- $149,429
- Participant contributions
- $648,595
- Total contributions
- $817,853
- Total income / additions
- $8,050,366
Expenses & distributions
- Benefits paid
- $2,910,700
- Administrative expenses
- $31,243
- Total expenses
- $2,941,943
- Net increase / (decrease)
- $5,108,423
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | N/A | $31,423 | $0 | 2023 |