2023 Form 5500 filing — Academy Of Art University 401(K) 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 20241009181338NAL0010907939001) for Academy Of Art University 401(K) Retirement Plan, reported by Stephens Institute Dba Academy Of Art University under EIN 94-1637804 and plan number 002. It reports 1,627 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009181338NAL0010907939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stephens Institute Dba Academy Of Art University
- EIN
- 94-1637804
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 1,627
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,178,302
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,178,302
- Participant contributions
- $3,981,731
- Total income / additions
- $17,257,350
- Benefits paid
- $6,249,839
- Administrative expenses
- $184,552
- Total expenses
- $6,434,391
- Net increase / (decrease)
- $10,822,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cerity Partners | NONE | $66,430 | not reported in the loaded dataset |
| July Business Services LLC | RECORDKEEPER | $5,840 | not reported in the loaded dataset |
| Digital Retirement Solutions, Inc. | NONE | $0 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $0 | $0 |