Grove City College Savings And Retirement Plan — Form 5500 plan (Grove City 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, Grove City College Savings And Retirement Plan is a benefit plan reported by Grove City College under EIN 25-1065148 and plan number 002. The latest loaded filing year is 2023. The filing reports 757 participants and $73,468,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grove City College
- EIN
- 25-1065148
- Plan number
- 002
- Plan type
- 2
- Location
- Grove City, PA
- Latest filing year
- 2023
- Participants
- 757
- End-of-year plan assets
- $73,468,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 757 | H, C | 20240910141356NAL0003035891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,468,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,468,529
- Net assets (BOY)
- $66,755,634
Income & contributions
- Employer contributions
- $2,057,123
- Participant contributions
- $2,098,306
- Total contributions
- $5,035,631
- Total income / additions
- $15,848,338
Expenses & distributions
- Benefits paid
- $8,844,563
- Administrative expenses
- $245,792
- Total expenses
- $9,135,443
- Net increase / (decrease)
- $6,712,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | NONE | $108,575 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | NONE | $50,429 | $0 | 2023 |
| Capfinancial Partners, LLC | NONE | $46,500 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $30,090 | $0 | 2023 |
| Transamerica Retirement Solutions | NONE | $9,928 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | NONE | $270 | $0 | 2023 |
| National Financial Services | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grove City College
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Grove City, PA
- Lpl Financial — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Tiaa — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- National Financial Services — Schedule C compensation