2023 Form 5500 filing — Spartanburg Methodist College Dc 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 20250402121230NAL0008614897001) for Spartanburg Methodist College Dc Plan, reported by Spartanburg Methodist College under EIN 57-0314415 and plan number 001. It reports 307 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)$14MReported net assets$14,022,951
Participants307
Provider compensation$51.6K3 Schedule C row(s)$51,606
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250402121230NAL0008614897001
Plan sponsor
Spartanburg Methodist College
EIN
57-0314415
Plan number
001
Location
Spartanburg, SC
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)$14M total assets
Net assets$14MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$196.3K
Participant$303.8K
Full reported line items
Total assets (EOY)
$14,022,951
Total liabilities (EOY)
$0
Net assets (EOY)
$14,022,951
Employer contributions
$196,271
Participant contributions
$303,762
Total income / additions
$2,983,219
Benefits paid
$1,681,451
Administrative expenses
$51,606
Total expenses
$1,734,491
Net increase / (decrease)
$1,248,728

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capital Asset Advisory SvcsNONE$34,404not reported in the loaded dataset
TiaaNONE$10,441$0
Flexpath Strategies, LLCNONE$6,761not reported in the loaded dataset

Related Form 5500 pages