2023 Form 5500 filing — Thomas Aquinas College Dc Retirement And Tda 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 20241003210726NAL0011214961001) for Thomas Aquinas College Dc Retirement And Tda Plan, reported by Thomas Aquinas College under EIN 94-1698615 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003210726NAL0011214961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thomas Aquinas College
- EIN
- 94-1698615
- Plan number
- 001
- Location
- Santa Paula, CA
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,571,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,571,349
- Employer contributions
- $555,657
- Participant contributions
- $799,397
- Total income / additions
- $5,149,606
- Benefits paid
- $3,882,028
- Administrative expenses
- $538
- Total expenses
- $3,882,566
- Net increase / (decrease)
- $1,267,040
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $538 | $0 |