2023 Form 5500 filing — Felician University Retirement 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 20240826085749NAL0020163346001) for Felician University Retirement Plan, reported by Felician University under EIN 22-1912028 and plan number 002. It reports 733 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)$42.3MReported net assets$42,308,645
Participants733
Provider compensation$16.6K1 Schedule C row(s)$16,644
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240826085749NAL0020163346001
Plan sponsor
Felician University
EIN
22-1912028
Plan number
002
Location
Lodi, NJ
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)$42.3M total assets
Net assets$42.3MLiabilities$0
Money in vs. money out
Total income / additions$8M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$713.4K
Participant$1.1M
Full reported line items
Total assets (EOY)
$42,308,645
Total liabilities (EOY)
$0
Net assets (EOY)
$42,308,645
Employer contributions
$713,449
Participant contributions
$1,059,591
Total income / additions
$7,968,811
Benefits paid
$2,911,378
Administrative expenses
$18,619
Total expenses
$2,929,997
Net increase / (decrease)
$5,038,814
Schedule C

Reported service provider compensation

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

  1. 1
    OTHER PROFESSIONAL · Direct $16.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826085749NAL0020163346001 cover?
It is the 2023 Form 5500 filing for Felician University Retirement Plan, reported by Felician University (EIN 22-1912028).
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