2023 Form 5500 filing — University Of Sioux Falls 403(B) 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 20241011053938NAL0043249986001) for University Of Sioux Falls 403(B) Plan, reported by University Of Sioux Falls under EIN 46-0224600 and plan number 001. It reports 418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011053938NAL0043249986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Sioux Falls
- EIN
- 46-0224600
- Plan number
- 001
- Location
- Sioux Falls, SD
- Participants
- 418
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,870,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,870,008
- Employer contributions
- $340,751
- Participant contributions
- $765,916
- Total income / additions
- $4,003,387
- Benefits paid
- $1,107,539
- Administrative expenses
- $64,721
- Total expenses
- $1,172,260
- Net increase / (decrease)
- $2,831,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $47,612 | $0 |
| Hub Investment Advisors Inc | INVESTMENT ADVISOR | $34,316 | not reported in the loaded dataset |
| Ascensus Inc | OTHER | $0 | $6,972 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $6,314 | not reported in the loaded dataset |