Hendrix College Defined Contribution Retirement Plan — Form 5500 plan (Hendrix 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, Hendrix College Defined Contribution Retirement Plan is a benefit plan reported by Hendrix College under EIN 71-0236897 and plan number 001. The latest loaded filing year is 2023. The filing reports 839 participants and $94,572,362 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hendrix College
- EIN
- 71-0236897
- Plan number
- 001
- Plan type
- 2
- Location
- Conway, AR
- Latest filing year
- 2023
- Participants
- 839
- End-of-year plan assets
- $94,572,362
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 839 | H, C | 20240923160832NAL0020844000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,572,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,572,362
- Net assets (BOY)
- $84,580,098
Income & contributions
- Employer contributions
- $817,160
- Participant contributions
- $1,140,441
- Total contributions
- $2,058,016
- Total income / additions
- $13,329,947
Expenses & distributions
- Benefits paid
- $3,283,814
- Administrative expenses
- $44,636
- Total expenses
- $3,337,683
- Net increase / (decrease)
- $9,992,264
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $14,636 | $0 | 2023 |