University Of Jamestown 403(B) Dc Plan — Form 5500 plan (University Of Jamestown Dba Jamestown College)
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, University Of Jamestown 403(B) Dc Plan is a benefit plan reported by University Of Jamestown Dba Jamestown College under EIN 45-0231180 and plan number 001. The latest loaded filing year is 2023. The filing reports 504 participants and $24,564,188 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Jamestown Dba Jamestown College
- EIN
- 45-0231180
- Plan number
- 001
- Plan type
- 2
- Location
- Jamestown, ND
- Latest filing year
- 2023
- Participants
- 504
- End-of-year plan assets
- $24,564,188
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 504 | H, C | 20240913154555NAL0017364032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,564,188
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,564,188
- Net assets (BOY)
- $21,148,680
Income & contributions
- Employer contributions
- $538,739
- Participant contributions
- $873,319
- Total contributions
- $1,416,889
- Total income / additions
- $4,956,125
Expenses & distributions
- Benefits paid
- $1,514,089
- Administrative expenses
- $24,896
- Total expenses
- $1,540,617
- Net increase / (decrease)
- $3,415,508
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $21,743 | $0 | 2023 |
| Ascensus Inc | OTHER | $0 | $5,731 | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $3,140 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Jamestown Dba Jamestown College
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Jamestown, ND
- Empower Annuity Ins Co Of America — Schedule C compensation
- Ascensus Inc — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation