2023 Form 5500 filing — Coker University 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 20250204102417NAL0008417457001) for Coker University 403(B) Defined Contribution Plan, reported by Coker University under EIN 57-0324916 and plan number 001. It reports 347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250204102417NAL0008417457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coker University
- EIN
- 57-0324916
- Plan number
- 001
- Location
- Hartsville, SC
- Participants
- 347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,248,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,248,645
- Employer contributions
- $56,987
- Participant contributions
- $542,018
- Total income / additions
- $4,149,421
- Benefits paid
- $2,381,759
- Administrative expenses
- $38,943
- Total expenses
- $2,429,095
- Net increase / (decrease)
- $1,720,326
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plan Pilot, LLC | CONSULTING | $30,477 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | TPA | $8,092 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $754 | $0 |