2023 Form 5500 filing — Purdue Research Foundation 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 20241002064203NAL0007968305001) for Purdue Research Foundation Defined Contribution Retirement Plan, reported by Purdue Research Foundation under EIN 35-1052049 and plan number 001. It reports 615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002064203NAL0007968305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Purdue Research Foundation
- EIN
- 35-1052049
- Plan number
- 001
- Location
- West Lafayette, IN
- Participants
- 615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,253,769
- Total liabilities (EOY)
- $34
- Net assets (EOY)
- $77,253,735
- Employer contributions
- $4,118,384
- Participant contributions
- $2,518,087
- Total income / additions
- $18,823,896
- Benefits paid
- $9,531,856
- Administrative expenses
- $61,487
- Total expenses
- $9,593,343
- Net increase / (decrease)
- $9,230,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $42,845 | $0 |
| Strategic Advisors, Inc. | INV ADVISOR | $19,242 | not reported in the loaded dataset |