2023 Form 5500 filing — Neumann University Defined Contribution Retirement 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 20241014113607NAL0052076818001) for Neumann University Defined Contribution Retirement Plan, reported by Neumann University under EIN 23-1657958 and plan number 001. It reports 732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113607NAL0052076818001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neumann University
- EIN
- 23-1657958
- Plan number
- 001
- Location
- Aston, PA
- Participants
- 732
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,880,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,880,036
- Employer contributions
- $893,786
- Participant contributions
- $1,322,073
- Total income / additions
- $9,508,485
- Benefits paid
- $4,709,674
- Administrative expenses
- $49,492
- Total expenses
- $4,769,116
- Net increase / (decrease)
- $4,739,369
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement, Inc | ADVISOR | $30,047 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $27,256 | $0 |
| Flexpath Strategies LLC | INVESTMENT MANAGER | $24,852 | not reported in the loaded dataset |