2023 Form 5500 filing — Malone University 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 20241013122503NAL0024744609001) for Malone University 403(B) Dc Plan, reported by Malone University Human Resources under EIN 34-0737794 and plan number 001. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013122503NAL0024744609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Malone University Human Resources
- EIN
- 34-0737794
- Plan number
- 001
- Location
- Canton, OH
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,341,926
- Net assets (EOY)
- $37,341,926
- Employer contributions
- $56,271
- Participant contributions
- $493,172
- Total income / additions
- $5,576,943
- Benefits paid
- $3,045,640
- Administrative expenses
- $64,776
- Total expenses
- $3,112,566
- Net increase / (decrease)
- $2,464,377
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Teachers Insurance And Annuity Asso | NONE | $7,835 | not reported in the loaded dataset |