Fontbonne University 403 (B) Plan — Form 5500 plan (Fontbonne 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, Fontbonne University 403 (B) Plan is a benefit plan reported by Fontbonne University under EIN 43-0694556 and plan number 001. The latest loaded filing year is 2023. The filing reports 490 participants and $40,799,466 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fontbonne University
- EIN
- 43-0694556
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 490
- End-of-year plan assets
- $40,799,466
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 490 | H, C | 20241009144118NAL0033073824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,799,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,799,466
- Net assets (BOY)
- $39,580,626
Income & contributions
- Employer contributions
- $306,159
- Participant contributions
- $760,069
- Total contributions
- $1,090,938
- Total income / additions
- $6,447,936
Expenses & distributions
- Benefits paid
- $5,142,184
- Administrative expenses
- $51,038
- Total expenses
- $5,229,096
- Net increase / (decrease)
- $1,218,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $20,887 | $0 | 2023 |
| Rubin Brown Llp | not reported in the loaded dataset | $12,000 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | not reported in the loaded dataset | $7,724 | not reported in the loaded dataset | 2023 |
| Epic Advisors, Inc | not reported in the loaded dataset | $5,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fontbonne University
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Tiaa — Schedule C compensation
- Rubin Brown Llp — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Epic Advisors, Inc — Schedule C compensation