2023 Form 5500 filing — Joyce University Retirement 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 20250902173336NAL0024758864001) for Joyce University Retirement Plan, reported by Ameritech College LLC under EIN 27-4239279 and plan number 002. It reports 433 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)$8.2MReported net assets$8,189,566
Participants433
Provider compensation$80.7K4 Schedule C row(s)$80,676
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250902173336NAL0024758864001
- Plan sponsor
- Ameritech College LLC
- EIN
- 27-4239279
- Plan number
- 002
- Location
- Draper, UT
- 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)$8.2M total assets
Net assets$8.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,189,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,189,566
- Employer contributions
- $745,942
- Participant contributions
- $1,224,552
- Total income / additions
- $3,607,153
- Benefits paid
- $872,575
- Administrative expenses
- $81,301
- Total expenses
- $955,833
- Net increase / (decrease)
- $2,651,320
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $35,883 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $28,536 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,757 | not reported in the loaded dataset |
| Wilke Cpas & Advisors, Llp | AUDITOR | $7,500 | not reported in the loaded dataset |