2023 Form 5500 filing — York University 403b 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 20241010080012NAL0009817491008) for York University 403b Retirement Plan, reported by York University under EIN 47-0418641 and plan number 001. It reports 118 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.2MReported net assets$3,174,716
Participants118
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241010080012NAL0009817491008
- Plan sponsor
- York University
- EIN
- 47-0418641
- Plan number
- 001
- Location
- York, NE
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $3,174,716
- Net assets (EOY)
- $3,174,716
- Employer contributions
- $88,267
- Participant contributions
- $84,443
- Total income / additions
- $711,079
- Benefits paid
- $132,729
- Administrative expenses
- $12,377
- Total expenses
- $145,106
- Net increase / (decrease)
- $565,973