2023 Form 5500 filing — 401k Retirement Plan For Saint Peter'S University And Saint Peter'S Preparatory School
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 20250410125913NAL0035484704001) for 401k Retirement Plan For Saint Peter'S University And Saint Peter'S Preparatory School, reported by Saint Peter'S University under EIN 22-1508627 and plan number 002. It reports 858 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$67.8MReported net assets$67,763,469
Participants858
Provider compensation$5321 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250410125913NAL0035484704001
- Plan sponsor
- Saint Peter'S University
- EIN
- 22-1508627
- Plan number
- 002
- Location
- Jersey City, NJ
- 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)$67.8M total assets
Net assets$67.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $67,763,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,763,469
- Employer contributions
- $1,217,889
- Participant contributions
- $2,079,426
- Total income / additions
- $11,779,570
- Benefits paid
- $2,841,813
- Administrative expenses
- $1,190
- Total expenses
- $2,843,003
- Net increase / (decrease)
- $8,936,567
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | RECORD KEEPER | $0 | $532 |