Saint Michael'S College 403(B) Transfer Plan — Form 5500 plan (Saint Michaels College)
Plain-English plan 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, Saint Michael'S College 403(B) Transfer Plan is a benefit plan reported by Saint Michaels College under EIN 03-0179403 and plan number 002. The latest loaded filing year is 2023. The filing reports 80 participants and $4,704,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint Michaels College
- EIN
- 03-0179403
- Plan number
- 002
- Plan type
- 2
- Location
- Colchester, VT
- Latest filing year
- 2023
- Participants
- 80
- End-of-year plan assets
- $4,704,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 80 | I | 20240923203451NAL0011886913001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,704,969
- Net assets (EOY)
- $4,704,969
- Net assets (BOY)
- $4,493,204
Income & contributions
- Total income / additions
- $789,079
Expenses & distributions
- Benefits paid
- $572,212
- Administrative expenses
- $5,102
- Total expenses
- $577,314
- Net increase / (decrease)
- $211,765
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.