2023 Form 5500 filing — Prescott College 403(B) Defined Contribution And Tax Deferred Annuity 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 20241002120022NAL0008224497001) for Prescott College 403(B) Defined Contribution And Tax Deferred Annuity Plan, reported by Prescott College under EIN 86-0294012 and plan number 001. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002120022NAL0008224497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Prescott College
- EIN
- 86-0294012
- Plan number
- 001
- Location
- Prescott, AZ
- Participants
- 372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,800,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,800,165
- Employer contributions
- $142,990
- Participant contributions
- $290,171
- Total income / additions
- $2,094,921
- Benefits paid
- $622,874
- Administrative expenses
- $204
- Total expenses
- $623,078
- Net increase / (decrease)
- $1,471,843
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $100 | $0 |