2023 Form 5500 filing — Houghton University Defined Contribution Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726135914NAL0010281203001) for Houghton University Defined Contribution Plan, reported by Houghton University under EIN 16-0743045 and plan number 001. It reports 509 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$54.5MReported net assets$54,532,921
Participants509
Provider compensation$23.7K2 Schedule C row(s)$23,693
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240726135914NAL0010281203001
Plan sponsor
Houghton University
EIN
16-0743045
Plan number
001
Location
Houghton, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$54.5M total assets
Net assets$54.5MLiabilities$0
Money in vs. money out
Total income / additions$7M
Total expenses$3.6M
Benefits paid / distributions$3.6M
Contributions
Employer$207.1K
Participant$623.2K
Full reported line items
Total assets (EOY)
$54,532,921
Total liabilities (EOY)
$0
Net assets (EOY)
$54,532,921
Employer contributions
$207,110
Participant contributions
$623,231
Total income / additions
$6,960,489
Benefits paid
$3,606,173
Administrative expenses
$24,394
Total expenses
$3,630,567
Net increase / (decrease)
$3,329,922
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$14.7K
    NONE · Direct $14.7K · Indirect $0
  2. 2

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726135914NAL0010281203001 cover?
It is the 2023 Form 5500 filing for Houghton University Defined Contribution Plan, reported by Houghton University (EIN 16-0743045).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages