Purdue Research Foundation Defined Contribution Retirement Plan — Form 5500 plan (Purdue Research Foundation)
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, Purdue Research Foundation Defined Contribution Retirement Plan is a benefit plan reported by Purdue Research Foundation under EIN 35-1052049 and plan number 001. The latest loaded filing year is 2023. The filing reports 615 participants and $77,253,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Purdue Research Foundation
- EIN
- 35-1052049
- Plan number
- 001
- Plan type
- 2
- Location
- West Lafayette, IN
- Latest filing year
- 2023
- Participants
- 615
- End-of-year plan assets
- $77,253,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 615 | H, C | 20241002064203NAL0007968305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,253,769
- Total liabilities (EOY)
- $34
- Net assets (EOY)
- $77,253,735
- Net assets (BOY)
- $68,023,182
Income & contributions
- Employer contributions
- $4,118,384
- Participant contributions
- $2,518,087
- Total contributions
- $7,621,170
- Total income / additions
- $18,823,896
Expenses & distributions
- Benefits paid
- $9,531,856
- Administrative expenses
- $61,487
- Total expenses
- $9,593,343
- Net increase / (decrease)
- $9,230,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $42,845 | $0 | 2023 |
| Strategic Advisors, Inc. | INV ADVISOR | $19,242 | not reported in the loaded dataset | 2023 |