2023 Form 5500 filing — Stevenson University, Inc. Retirement Savings 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 20250401104121NAL0004283843001) for Stevenson University, Inc. Retirement Savings Plan, reported by Stevenson University, Inc. under EIN 52-0705392 and plan number 010. It reports 1,188 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)$110.3MReported net assets$110,317,005
Participants1.2K1,188
Provider compensation$129.9K3 Schedule C row(s)$129,943
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250401104121NAL0004283843001
Plan sponsor
Stevenson University, Inc.
EIN
52-0705392
Plan number
010
Location
Stevenson, MD
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)$110.3M total assets
Net assets$110.3MLiabilities$0
Money in vs. money out
Total income / additions$18.3M
Total expenses$10.2M
Benefits paid / distributions$10M
Contributions
Employer$1.8M
Participant$2.7M
Full reported line items
Total assets (EOY)
$110,317,005
Total liabilities (EOY)
$0
Net assets (EOY)
$110,317,005
Employer contributions
$1,754,880
Participant contributions
$2,687,731
Total income / additions
$18,302,175
Benefits paid
$10,028,169
Administrative expenses
$132,658
Total expenses
$10,160,827
Net increase / (decrease)
$8,141,348
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$61.5K
    NONE · Direct $61.5K · Indirect $0
  2. 2
    NONE · Direct $37.7K
  3. 3
    NONE · Direct $30.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250401104121NAL0004283843001 cover?
It is the 2023 Form 5500 filing for Stevenson University, Inc. Retirement Savings Plan, reported by Stevenson University, Inc. (EIN 52-0705392).
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