2023 Form 5500 filing — Usc School Of Medicine Educational Trust 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 20241009154016NAL0009365219001) for Usc School Of Medicine Educational Trust Retirement Plan, reported by Usc School Of Medicine Educational Trust under EIN 57-0705675 and plan number 001. It reports 254 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)$44.8MReported net assets$44,780,532
Participants254
Provider compensation$65.2K1 Schedule C row(s)$65,208
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009154016NAL0009365219001
Plan sponsor
Usc School Of Medicine Educational Trust
EIN
57-0705675
Plan number
001
Location
Columbia, SC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$44.8M total assets
Net assets$44.8MLiabilities$0
Money in vs. money out
Total income / additions$8.5M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$2M
Participant$0
Full reported line items
Total assets (EOY)
$44,780,532
Total liabilities (EOY)
$0
Net assets (EOY)
$44,780,532
Employer contributions
$2,003,559
Participant contributions
$0
Total income / additions
$8,489,675
Benefits paid
$1,953,713
Administrative expenses
$528
Total expenses
$1,954,241
Net increase / (decrease)
$6,535,434
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $65.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009154016NAL0009365219001 cover?
It is the 2023 Form 5500 filing for Usc School Of Medicine Educational Trust Retirement Plan, reported by Usc School Of Medicine Educational Trust (EIN 57-0705675).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages