University Of Providence 403(B) Dc Plan — Form 5500 plan (University Of Providence)

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, University Of Providence 403(B) Dc Plan is a benefit plan reported by University Of Providence under EIN 81-0231777 and plan number 002. The latest loaded filing year is 2023. The filing reports 426 participants and $14,937,021 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Of Providence
EIN
81-0231777
Plan number
002
Plan type
2
Location
Great Falls, MT
Latest filing year
2023
Participants
426
End-of-year plan assets
$14,937,021

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023426H20241014111422NAL0014824131004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,937,021
Net assets (EOY)
$14,937,021
Net assets (BOY)
$13,753,151

Income & contributions

Employer contributions
$292,436
Participant contributions
$447,787
Total contributions
$870,972
Total income / additions
$2,762,729

Expenses & distributions

Benefits paid
$1,578,759
Administrative expenses
$100
Total expenses
$1,578,859
Net increase / (decrease)
$1,183,870

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages