2023 Form 5500 filing — Samford University 403(B) Salary Deferral And Defined Contribution 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 20241008113117NAL0029676080001) for Samford University 403(B) Salary Deferral And Defined Contribution Plan, reported by Samford University under EIN 63-0312914 and plan number 002. It reports 2,121 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)$108MReported net assets$108,027,518
Participants2.1K2,121
Provider compensation$69.2K3 Schedule C row(s)$69,241
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008113117NAL0029676080001
- Plan sponsor
- Samford University
- EIN
- 63-0312914
- Plan number
- 002
- Location
- Birmingham, AL
- Received date
- not reported in the loaded dataset
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)$108M total assets
Net assets$108MLiabilities$0
Full reported line items
- Total assets (EOY)
- $108,027,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,027,518
- Employer contributions
- $5,920,358
- Participant contributions
- $5,444,384
- Total income / additions
- $25,846,016
- Benefits paid
- $8,323,294
- Administrative expenses
- $72,807
- Total expenses
- $8,397,081
- Net increase / (decrease)
- $17,448,935
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | INSURANCE CARRIER | $34,503 | $0 |
| Crowe Llp | AUDITOR | $22,925 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $11,813 | $0 |