Muskingum University Defined Contribution And Tax Deferred Annuity Plan — Form 5500 plan (Muskingum 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, Muskingum University Defined Contribution And Tax Deferred Annuity Plan is a benefit plan reported by Muskingum University under EIN 31-4379515 and plan number 001. The latest loaded filing year is 2023. The filing reports 752 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Muskingum University
- EIN
- 31-4379515
- Plan number
- 001
- Plan type
- 2
- Location
- New Concord, OH
- Latest filing year
- 2023
- Participants
- 752
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 752 | H, C | 20240815122902NAL0022454608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $91,219,296
Income & contributions
- Employer contributions
- $791,744
- Participant contributions
- $960,264
- Total contributions
- $2,045,005
- Total income / additions
- $7,831,995
Expenses & distributions
- Benefits paid
- $7,977,162
- Administrative expenses
- $47,473
- Total expenses
- $8,024,635
- Net increase / (decrease)
- -$192,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plan Pilot, LLC | NONE | $22,570 | not reported in the loaded dataset | 2023 |
| Maloney + Novotny LLC | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $12,403 | $0 | 2023 |