2023 Form 5500 filing — Barry University 401(K) 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 20241010220703NAL0041702546001) for Barry University 401(K) Plan, reported by Barry University under EIN 59-0624364 and plan number 002. It reports 2,443 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)$91.9MReported net assets$91,889,829
Participants2.4K2,443
Provider compensation$76K3 Schedule C row(s)$76,049
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010220703NAL0041702546001
Plan sponsor
Barry University
EIN
59-0624364
Plan number
002
Location
Miami Shores, FL
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)$91.9M total assets
Net assets$91.9MLiabilities$0
Money in vs. money out
Total income / additions$18.1M
Total expenses$7M
Benefits paid / distributions$6.7M
Contributions
Employer$1.9M
Participant$4.5M
Full reported line items
Total assets (EOY)
$91,889,829
Total liabilities (EOY)
$0
Net assets (EOY)
$91,889,829
Employer contributions
$1,942,190
Participant contributions
$4,494,956
Total income / additions
$18,134,357
Benefits paid
$6,711,926
Administrative expenses
$258,595
Total expenses
$6,970,521
Net increase / (decrease)
$11,163,836
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$43.3K
    RECORDKEEPER · Direct $43.3K · Indirect $0
  2. 2
    FINANCIAL ADVISOR · Direct $24.6K
  3. 3
    AUDITOR · Direct $8.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010220703NAL0041702546001 cover?
It is the 2023 Form 5500 filing for Barry University 401(K) Plan, reported by Barry University (EIN 59-0624364).
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