2023 Form 5500 filing — Abilene Christian University 403(B) 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 20241014163619NAL0045327424001) for Abilene Christian University 403(B) Retirement Plan, reported by Abilene Christian University under EIN 75-0851900 and plan number 002. It reports 1,658 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163619NAL0045327424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Abilene Christian University
- EIN
- 75-0851900
- Plan number
- 002
- Location
- Abilene, TX
- Participants
- 1,658
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,722,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,722,389
- Employer contributions
- $3,981,220
- Participant contributions
- $5,305,960
- Total income / additions
- $27,352,527
- Benefits paid
- $7,976,723
- Administrative expenses
- $253,984
- Total expenses
- $8,230,707
- Net increase / (decrease)
- $19,121,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $113,913 | $0 |
| Flexpath Strategies, LLC | NONE | $83,936 | not reported in the loaded dataset |
| Team Financial Strategies | NONE | $27,432 | not reported in the loaded dataset |
| Nfp Retirement Inc | NONE | $12,000 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $11,473 | not reported in the loaded dataset |
| Cambridge Investment Research, Inc. | NONE | $5,230 | not reported in the loaded dataset |