St. Joseph'S Collegiate Institute Defined Contribution Retirement Plan — Form 5500 plan (St. Joseph'S Collegiate Institute)
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, St. Joseph'S Collegiate Institute Defined Contribution Retirement Plan is a benefit plan reported by St. Joseph'S Collegiate Institute under EIN 16-0743159 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $18,487,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Joseph'S Collegiate Institute
- EIN
- 16-0743159
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $18,487,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240730143924NAL0034549056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,487,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,487,729
- Net assets (BOY)
- $17,769,981
Income & contributions
- Employer contributions
- $261,728
- Participant contributions
- $449,698
- Total contributions
- $738,763
- Total income / additions
- $3,073,713
Expenses & distributions
- Benefits paid
- $2,335,020
- Administrative expenses
- $20,945
- Total expenses
- $2,355,965
- Net increase / (decrease)
- $717,748
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa Teachers Ins & Annunity Acssoc | RECORDKEEPER | $15,858 | $0 | 2023 |
| Lawley Retirement Advisors LLC | ADVISOR | $5,087 | not reported in the loaded dataset | 2023 |
| Actuarial Consulting Services, Inc. | THIRD PARTY ADMINISTRATO | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Joseph'S Collegiate Institute
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Tiaa Teachers Ins & Annunity Acssoc — Schedule C compensation
- Lawley Retirement Advisors LLC — Schedule C compensation
- Actuarial Consulting Services, Inc. — Schedule C compensation