2023 Form 5500 filing — Mount Saint Mary College Defined Contribution 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 20241011140634NAL0044546450001) for Mount Saint Mary College Defined Contribution Plan, reported by Mount Saint Mary College under EIN 14-1468399 and plan number 001. It reports 639 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140634NAL0044546450001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mount Saint Mary College
- EIN
- 14-1468399
- Plan number
- 001
- Location
- Newburgh, NY
- Participants
- 639
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,481,832
- Net assets (EOY)
- $91,481,832
- Employer contributions
- $804,310
- Participant contributions
- $1,541,271
- Total income / additions
- $13,544,347
- Benefits paid
- $5,723,718
- Administrative expenses
- $97,594
- Total expenses
- $5,821,312
- Net increase / (decrease)
- $7,723,035
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Focused Wealth Management, Inc. | NONE | $60,912 | not reported in the loaded dataset |
| Prager Metis | NONE | $19,450 | not reported in the loaded dataset |
| Tiaa | NONE | $16,936 | $0 |