2023 Form 5500 filing — Augsburg University Defined Contribution 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 20240916100407NAL0000617875001) for Augsburg University Defined Contribution Retirement Plan, reported by Augsburg University under EIN 41-0694721 and plan number 001. It reports 1,282 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)$144.3MReported net assets$144,286,015
Participants1.3K1,282
Provider compensation$110K3 Schedule C row(s)$110,026
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240916100407NAL0000617875001
Plan sponsor
Augsburg University
EIN
41-0694721
Plan number
001
Location
Minneapolis, MN
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)$144.3M total assets
Net assets$144.3MLiabilities$0
Money in vs. money out
Total income / additions$24.7M
Total expenses$8.4M
Benefits paid / distributions$8.3M
Contributions
Employer$1.4M
Participant$2.4M
Full reported line items
Total assets (EOY)
$144,286,015
Total liabilities (EOY)
$0
Net assets (EOY)
$144,286,015
Employer contributions
$1,412,010
Participant contributions
$2,392,996
Total income / additions
$24,655,572
Benefits paid
$8,295,692
Administrative expenses
$65,893
Total expenses
$8,361,585
Net increase / (decrease)
$16,293,987
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $55.4K · Indirect $0
  2. 2
    NONE · Direct $54.4K
  3. 3
    NONE · Direct $216 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916100407NAL0000617875001 cover?
It is the 2023 Form 5500 filing for Augsburg University Defined Contribution Retirement Plan, reported by Augsburg University (EIN 41-0694721).
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