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, Samford University 403(B) Salary Deferral And Defined Contribution Plan is a benefit plan reported by Samford University under EIN 63-0312914 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,121 participants and $108,027,518 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,027,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,027,518
- Net assets (BOY)
- $90,578,583
Income & contributions
- Employer contributions
- $5,920,358
- Participant contributions
- $5,444,384
- Total contributions
- $11,725,504
- Total income / additions
- $25,846,016
Expenses & distributions
- Benefits paid
- $8,323,294
- Administrative expenses
- $72,807
- Total expenses
- $8,397,081
- Net increase / (decrease)
- $17,448,935