Prescott College 403(B) Defined Contribution And Tax Deferred Annuity Plan — Form 5500 plan (Prescott 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, Prescott College 403(B) Defined Contribution And Tax Deferred Annuity Plan is a benefit plan reported by Prescott College under EIN 86-0294012 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $13,800,165 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Prescott College
- EIN
- 86-0294012
- Plan number
- 001
- Plan type
- 2
- Location
- Prescott, AZ
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $13,800,165
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20241002120022NAL0008224497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,800,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,800,165
- Net assets (BOY)
- $12,328,322
Income & contributions
- Employer contributions
- $142,990
- Participant contributions
- $290,171
- Total contributions
- $465,473
- Total income / additions
- $2,094,921
Expenses & distributions
- Benefits paid
- $622,874
- Administrative expenses
- $204
- Total expenses
- $623,078
- Net increase / (decrease)
- $1,471,843
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $100 | $0 | 2023 |