2023 Form 5500 filing — Mcpherson College 403(B) 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 20240801182632NAL0023295617001) for Mcpherson College 403(B) Plan, reported by Mcpherson College under EIN 48-0543736 and plan number 001. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801182632NAL0023295617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcpherson College
- EIN
- 48-0543736
- Plan number
- 001
- Location
- Mcpherson, KS
- Participants
- 375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,433,417
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,433,417
- Employer contributions
- $794,088
- Participant contributions
- $290,303
- Total income / additions
- $4,303,743
- Benefits paid
- $1,417,752
- Administrative expenses
- $66,906
- Total expenses
- $1,484,658
- Net increase / (decrease)
- $2,819,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $42,688 | $0 |
| Mariner Wealth Advisors, LLC | ADVISOR | $24,218 | not reported in the loaded dataset |