2023 Form 5500 filing — Antioch University Defined Contribution Retirement Plan And Tda For Staff Employees
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 20241015151057NAL0016714019001) for Antioch University Defined Contribution Retirement Plan And Tda For Staff Employees, reported by Antioch University under EIN 31-0536640 and plan number 003. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151057NAL0016714019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Antioch University
- EIN
- 31-0536640
- Plan number
- 003
- Location
- Yellow Springs, OH
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,722,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,722,111
- Employer contributions
- $319,809
- Participant contributions
- $130,797
- Total income / additions
- $1,429,744
- Benefits paid
- $1,002,842
- Administrative expenses
- $10,625
- Total expenses
- $1,013,467
- Net increase / (decrease)
- $416,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services L | NONE | $6,400 | not reported in the loaded dataset |
| Tiaa | NONE | $4,225 | $0 |