2023 Form 5500 filing — University Of Rio Grande Retirement Savings 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 20240827095450NAL0005039395001) for University Of Rio Grande Retirement Savings Plan, reported by University Of Rio Grande under EIN 31-4379537 and plan number 002. It reports 397 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)$15.7MReported net assets$15,680,391
Participants397
Provider compensation$7.9K1 Schedule C row(s)$7,903
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240827095450NAL0005039395001
Plan sponsor
University Of Rio Grande
EIN
31-4379537
Plan number
002
Location
Rio Grande, OH
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)$15.7M total assets
Net assets$15.7MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$262.2K
Participant$501.1K
Full reported line items
Total assets (EOY)
$15,680,391
Total liabilities (EOY)
$0
Net assets (EOY)
$15,680,391
Employer contributions
$262,219
Participant contributions
$501,124
Total income / additions
$3,168,229
Benefits paid
$1,468,978
Administrative expenses
$7,903
Total expenses
$1,497,506
Net increase / (decrease)
$1,670,723
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $7.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240827095450NAL0005039395001 cover?
It is the 2023 Form 5500 filing for University Of Rio Grande Retirement Savings Plan, reported by University Of Rio Grande (EIN 31-4379537).
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