2023 Form 5500 filing — Retirement Plan For Chowan University
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 20240905141346NAL0035082944001) for Retirement Plan For Chowan University, reported by Chowan University under EIN 56-0554199 and plan number 001. It reports 487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905141346NAL0035082944001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chowan University
- EIN
- 56-0554199
- Plan number
- 001
- Location
- Murfreesboro, NC
- Participants
- 487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,564,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,564,474
- Employer contributions
- $149,715
- Participant contributions
- $389,651
- Total income / additions
- $3,955,910
- Benefits paid
- $1,686,622
- Administrative expenses
- $56,394
- Total expenses
- $1,759,102
- Net increase / (decrease)
- $2,196,808
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $40,394 | $0 |
| Pbmares, Llp | AUDITOR | $10,000 | not reported in the loaded dataset |
| Sageview Advisory Group | ADVISOR | $6,000 | not reported in the loaded dataset |