Ave Maria School Of Law 403(B) Retirement Plan — Form 5500 plan (Ave Maria School Of Law)
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, Ave Maria School Of Law 403(B) Retirement Plan is a benefit plan reported by Ave Maria School Of Law under EIN 38-3519708 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $10,934,105 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ave Maria School Of Law
- EIN
- 38-3519708
- Plan number
- 001
- Plan type
- 2
- Location
- Naples, FL
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $10,934,105
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241022091151NAL0001824675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,934,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,934,105
- Net assets (BOY)
- $9,380,391
Income & contributions
- Participant contributions
- $357,774
- Total contributions
- $423,620
- Total income / additions
- $1,943,667
Expenses & distributions
- Benefits paid
- $369,726
- Administrative expenses
- $20,227
- Total expenses
- $389,953
- Net increase / (decrease)
- $1,553,714
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $11,925 | $0 | 2023 |
| Merrill Lynch | INVESTMENT ADVISOR | $8,002 | not reported in the loaded dataset | 2023 |
| Kb Pension Services, Inc | THIRD PARTY ADMIN | $300 | not reported in the loaded dataset | 2023 |