Plan5500

Ave Maria University — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ave Maria University (EIN 03-0482006) is a plan sponsor located in Ave Maria, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
03-0482006
Location
Ave Maria, FL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ave Maria University

  • 2 loaded plans hold $10.7M in reported assets.
  • The largest, Ave Maria 403(B) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 551 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.7MSummed across loaded plans$10,714,973
Total reported assets$10.7M$10,714,973
Total reported participants551
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.7M total assets
Net assets$10.7MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$879.1K
Total expenses$889.8K
Net increase / (decrease)$790.8K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ave Maria 403(B) Retirement Plan
Participants per plan276Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ave Maria 403(B) Retirement Plan$10.7M
    Plan #001 · 331 participants · 2023
  2. 2
    Ave Maria University Employee Welfare Benefit Plannot reported in the loaded dataset
    Plan #510 · 220 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ave Maria University. Open one for its full reported snapshot.

  1. 2023
    Ave Maria 403(B) Retirement Plan331 participants · 2Sch HSch C
    View filing →
  2. 2023
    Ave Maria University Employee Welfare Benefit Plan220 participants · 2Sch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ave Maria University report on Form 5500?
Ave Maria University (EIN 03-0482006) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ave Maria University?
The Employer Identification Number (EIN) reported for Ave Maria University is 03-0482006.
What is the latest Form 5500 filing year for Ave Maria University?
The latest loaded Form 5500 filing year for Ave Maria University is 2023.

Related Form 5500 pages