Dallas Theological Seminary Retirement Savings Plan — Form 5500 plan (Dallas Theological Seminary)
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, Dallas Theological Seminary Retirement Savings Plan is a benefit plan reported by Dallas Theological Seminary under EIN 75-0827421 and plan number 002. The latest loaded filing year is 2023. The filing reports 492 participants and $16,706,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dallas Theological Seminary
- EIN
- 75-0827421
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 492
- End-of-year plan assets
- $16,706,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 492 | H, C | 20250303084629NAL0003252659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,706,822
- Total liabilities (EOY)
- $8,137
- Net assets (EOY)
- $16,698,685
- Net assets (BOY)
- $13,191,221
Income & contributions
- Employer contributions
- $1,038,728
- Participant contributions
- $1,314,931
- Total contributions
- $2,358,277
- Total income / additions
- $4,181,340
Expenses & distributions
- Benefits paid
- $601,387
- Administrative expenses
- $72,489
- Total expenses
- $673,876
- Net increase / (decrease)
- $3,507,464
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $37,337 | not reported in the loaded dataset | 2023 |
| Mercer Investment Consultants | NONE | $21,167 | not reported in the loaded dataset | 2023 |
| Capin Crouse, Llp | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dallas Theological Seminary
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Milliman — Schedule C compensation
- Mercer Investment Consultants — Schedule C compensation
- Capin Crouse, Llp — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation