2023 Form 5500 filing — Hendrix College 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 20240923160832NAL0020844000001) for Hendrix College Defined Contribution Retirement Plan, reported by Hendrix College under EIN 71-0236897 and plan number 001. It reports 839 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923160832NAL0020844000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hendrix College
- EIN
- 71-0236897
- Plan number
- 001
- Location
- Conway, AR
- Participants
- 839
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,572,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,572,362
- Employer contributions
- $817,160
- Participant contributions
- $1,140,441
- Total income / additions
- $13,329,947
- Benefits paid
- $3,283,814
- Administrative expenses
- $44,636
- Total expenses
- $3,337,683
- Net increase / (decrease)
- $9,992,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | NONE | $30,000 | not reported in the loaded dataset |
| Tiaa | NONE | $14,636 | $0 |