Elizabethtown College Defined Contribution Retirement Plan — Form 5500 plan (Elizabethtown 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, Elizabethtown College Defined Contribution Retirement Plan is a benefit plan reported by Elizabethtown College under EIN 23-1352632 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,209 participants and $149,135,919 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elizabethtown College
EIN
23-1352632
Plan number
001
Plan type
2
Location
Elizabethtown, PA
Latest filing year
2023
Participants
1,209
End-of-year plan assets
$149,135,919

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,209H, C20241014155729NAL0026646081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$149,135,919
Total liabilities (EOY)
$0
Net assets (EOY)
$149,135,919
Net assets (BOY)
$136,660,843

Income & contributions

Employer contributions
$2,251,513
Participant contributions
$1,922,941
Total contributions
$5,043,934
Total income / additions
$23,462,063

Expenses & distributions

Benefits paid
$10,853,889
Administrative expenses
$133,098
Total expenses
$10,986,987
Net increase / (decrease)
$12,475,076

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$58,564$02023
Fiducient Advisors, LLCNONE$57,987not reported in the loaded dataset2023
Rkl LlpNONE$16,548not reported in the loaded dataset2023

Related Form 5500 pages