2023 Form 5500 filing — University Of Mount Olive 401(K) 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 20241218091648NAL0003530865001) for University Of Mount Olive 401(K) Plan, reported by University Of Mount Olive under EIN 56-0623936 and plan number 002. It reports 479 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)$27.5MReported net assets$27,493,946
Participants479
Provider compensation$89.9K3 Schedule C row(s)$89,869
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241218091648NAL0003530865001
- Plan sponsor
- University Of Mount Olive
- EIN
- 56-0623936
- Plan number
- 002
- Location
- Mount Olive, NC
- 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)$27.5M total assets
Net assets$27.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $27,493,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,493,946
- Employer contributions
- $45,244
- Participant contributions
- $721,626
- Total income / additions
- $4,212,055
- Benefits paid
- $2,312,124
- Administrative expenses
- $89,869
- Total expenses
- $2,402,484
- Net increase / (decrease)
- $1,809,571
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $46,567 | $0 |
| Lpl Financial | NONE | $22,584 | not reported in the loaded dataset |
| Mma Securities LLC | NONE | $20,718 | not reported in the loaded dataset |