2023 Form 5500 filing — Saint Elizabeth University 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 20260420111148NAL0002319888001) for Saint Elizabeth University Defined Contribution Plan, reported by Saint Elizabeth University under EIN 22-1529785 and plan number 001. It reports 437 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)$28.6MReported net assets$28,556,721
Participants437
Provider compensation$56.4K2 Schedule C row(s)$56,407
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20260420111148NAL0002319888001
Plan sponsor
Saint Elizabeth University
EIN
22-1529785
Plan number
001
Location
Morristown, NJ
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)$28.6M total assets
Net assets$28.6MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$148.2K
Participant$689.1K
Full reported line items
Total assets (EOY)
$28,556,721
Total liabilities (EOY)
$0
Net assets (EOY)
$28,556,721
Employer contributions
$148,244
Participant contributions
$689,063
Total income / additions
$4,445,712
Benefits paid
$1,598,203
Administrative expenses
$79,422
Total expenses
$1,677,625
Net increase / (decrease)
$2,768,087
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $45K
  2. 2
    Tiaa$11.5K
    NONE · Direct $11.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20260420111148NAL0002319888001 cover?
It is the 2023 Form 5500 filing for Saint Elizabeth University Defined Contribution Plan, reported by Saint Elizabeth University (EIN 22-1529785).
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