Antioch University Defined Contribution Retirement Plan And Tda For Staff Employees — Form 5500 plan (Antioch University)
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, Antioch University Defined Contribution Retirement Plan And Tda For Staff Employees is a benefit plan reported by Antioch University under EIN 31-0536640 and plan number 003. The latest loaded filing year is 2023. The filing reports 330 participants and $7,722,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Antioch University
- EIN
- 31-0536640
- Plan number
- 003
- Plan type
- 2
- Location
- Yellow Springs, OH
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $7,722,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20241015151057NAL0016714019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,722,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,722,111
- Net assets (BOY)
- $7,305,834
Income & contributions
- Employer contributions
- $319,809
- Participant contributions
- $130,797
- Total contributions
- $450,606
- Total income / additions
- $1,429,744
Expenses & distributions
- Benefits paid
- $1,002,842
- Administrative expenses
- $10,625
- Total expenses
- $1,013,467
- Net increase / (decrease)
- $416,277
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services L | NONE | $6,400 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $4,225 | $0 | 2023 |