2023 Form 5500 filing — Florida State University Foundation, Inc. 403(B) Defined Contribution 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 20241124230343NAL0004221857001) for Florida State University Foundation, Inc. 403(B) Defined Contribution Plan, reported by Florida State University Foundation, Inc. under EIN 59-6152180 and plan number 001. It reports 243 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)$17.4MReported net assets$17,380,251
Participants243
Provider compensation$4501 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241124230343NAL0004221857001
Plan sponsor
Florida State University Foundation, Inc.
EIN
59-6152180
Plan number
001
Location
Tallahassee, FL
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)$17.4M total assets
Net assets$17.4MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Full reported line items
Total assets (EOY)
$17,380,251
Total liabilities (EOY)
$0
Net assets (EOY)
$17,380,251
Total income / additions
$2,521,327
Benefits paid
$1,616,621
Administrative expenses
$2,402
Total expenses
$1,635,980
Net increase / (decrease)
$885,347
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$450
    NONE · Direct $450 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241124230343NAL0004221857001 cover?
It is the 2023 Form 5500 filing for Florida State University Foundation, Inc. 403(B) Defined Contribution Plan, reported by Florida State University Foundation, Inc. (EIN 59-6152180).
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