2023 Form 5500 filing — Davenport University 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 20241014175240NAL0028025409001) for Davenport University Retirement Plan, reported by Davenport University under EIN 38-1945965 and plan number 001. It reports 2,195 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)$163.9MReported net assets$163,929,425
Participants2.2K2,195
Provider compensation$124.9K3 Schedule C row(s)$124,891
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014175240NAL0028025409001
Plan sponsor
Davenport University
EIN
38-1945965
Plan number
001
Location
Grand Rapids, MI
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)$163.9M total assets
Net assets$163.9MLiabilities$0
Money in vs. money out
Total income / additions$23.9M
Total expenses$14.2M
Benefits paid / distributions$14.1M
Contributions
Employer$1.8M
Participant$1.7M
Full reported line items
Total assets (EOY)
$163,929,425
Total liabilities (EOY)
$0
Net assets (EOY)
$163,929,425
Employer contributions
$1,820,472
Participant contributions
$1,738,222
Total income / additions
$23,911,101
Benefits paid
$14,071,730
Administrative expenses
$125,491
Total expenses
$14,197,221
Net increase / (decrease)
$9,713,880
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$63.9K
    NONE · Direct $63.9K · Indirect $0
  2. 2
    NONE · Direct $54K
  3. 3
    NONE · Direct $7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014175240NAL0028025409001 cover?
It is the 2023 Form 5500 filing for Davenport University Retirement Plan, reported by Davenport University (EIN 38-1945965).
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