2023 Form 5500 filing — Agnes Scott 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 20241015093155NAL0014317283001) for Agnes Scott College Defined Contribution Retirement Plan, reported by Agnes Scott College under EIN 58-0566116 and plan number 002. It reports 838 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093155NAL0014317283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agnes Scott College
- EIN
- 58-0566116
- Plan number
- 002
- Location
- Decatur, GA
- Participants
- 838
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,277,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,277,217
- Employer contributions
- $917,876
- Participant contributions
- $1,178,683
- Total income / additions
- $13,712,242
- Benefits paid
- $8,964,159
- Administrative expenses
- $48,307
- Total expenses
- $9,012,526
- Net increase / (decrease)
- $4,699,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $48,307 | $0 |