2023 Form 5500 filing — Elizabethtown College 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 20241014155729NAL0026646081001) for Elizabethtown College Defined Contribution Retirement Plan, reported by Elizabethtown College under EIN 23-1352632 and plan number 001. It reports 1,209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155729NAL0026646081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elizabethtown College
- EIN
- 23-1352632
- Plan number
- 001
- Location
- Elizabethtown, PA
- Participants
- 1,209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,135,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $149,135,919
- Employer contributions
- $2,251,513
- Participant contributions
- $1,922,941
- Total income / additions
- $23,462,063
- Benefits paid
- $10,853,889
- Administrative expenses
- $133,098
- Total expenses
- $10,986,987
- Net increase / (decrease)
- $12,475,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $58,564 | $0 |
| Fiducient Advisors, LLC | NONE | $57,987 | not reported in the loaded dataset |
| Rkl Llp | NONE | $16,548 | not reported in the loaded dataset |