2023 Form 5500 filing — College Of Mount Saint Vincent 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 20241203105126NAL0001438643001) for College Of Mount Saint Vincent Defined Contribution Plan, reported by College Of Mount Saint Vincent under EIN 13-1740445 and plan number 001. It reports 617 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)$55.5MReported net assets$55,453,632
Participants617
Provider compensation$53.8K3 Schedule C row(s)$53,838
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241203105126NAL0001438643001
- Plan sponsor
- College Of Mount Saint Vincent
- EIN
- 13-1740445
- Plan number
- 001
- Location
- Bronx, NY
- Received date
- not reported in the loaded dataset
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)$55.5M total assets
Net assets$55.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $55,453,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,453,632
- Employer contributions
- $923,225
- Participant contributions
- $1,416,904
- Total income / additions
- $9,114,647
- Benefits paid
- $3,436,274
- Administrative expenses
- $53,838
- Total expenses
- $3,490,112
- Net increase / (decrease)
- $5,624,535
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $33,750 | not reported in the loaded dataset |
| Tiaa-Teachers Insurance & Annuity | NONE | $19,413 | $0 |
| Mutual Of America Life Insurance Co | NONE | $675 | $0 |