2023 Form 5500 filing — Calumet College Of Saint Joseph 403(B) Dc 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 20241011171833NAL0011220403001) for Calumet College Of Saint Joseph 403(B) Dc Plan, reported by Calumet College Of Saint Joseph under EIN 35-1087173 and plan number 003. It reports 423 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)$16.8MReported net assets$16,770,191
Participants423
Provider compensation$5.5K1 Schedule C row(s)$5,539
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011171833NAL0011220403001
Plan sponsor
Calumet College Of Saint Joseph
EIN
35-1087173
Plan number
003
Location
Whiting, IN
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)$16.8M total assets
Net assets$16.8MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$289.4K
Participant$239K
Full reported line items
Total assets (EOY)
$16,770,191
Total liabilities (EOY)
$0
Net assets (EOY)
$16,770,191
Employer contributions
$289,415
Participant contributions
$239,022
Total income / additions
$2,690,014
Benefits paid
$1,390,435
Administrative expenses
$5,944
Total expenses
$1,397,199
Net increase / (decrease)
$1,292,815
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$5.5K
    NONE · Direct $5.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011171833NAL0011220403001 cover?
It is the 2023 Form 5500 filing for Calumet College Of Saint Joseph 403(B) Dc Plan, reported by Calumet College Of Saint Joseph (EIN 35-1087173).
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