2023 Form 5500 filing — Grove City College Savings And 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 20240910141356NAL0003035891001) for Grove City College Savings And Retirement Plan, reported by Grove City College under EIN 25-1065148 and plan number 002. It reports 757 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910141356NAL0003035891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grove City College
- EIN
- 25-1065148
- Plan number
- 002
- Location
- Grove City, PA
- Participants
- 757
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,468,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,468,529
- Employer contributions
- $2,057,123
- Participant contributions
- $2,098,306
- Total income / additions
- $15,848,338
- Benefits paid
- $8,844,563
- Administrative expenses
- $245,792
- Total expenses
- $9,135,443
- Net increase / (decrease)
- $6,712,895
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | NONE | $108,575 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | NONE | $50,429 | $0 |
| Capfinancial Partners, LLC | NONE | $46,500 | not reported in the loaded dataset |
| Tiaa | NONE | $30,090 | $0 |
| Transamerica Retirement Solutions | NONE | $9,928 | not reported in the loaded dataset |
| Lincoln National Corporation | NONE | $270 | $0 |
| National Financial Services | NONE | $0 | $0 |