University Of Sioux Falls 403(B) Plan — Form 5500 plan (University Of Sioux Falls)
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 Sioux Falls 403(B) Plan is a benefit plan reported by University Of Sioux Falls under EIN 46-0224600 and plan number 001. The latest loaded filing year is 2023. The filing reports 418 participants and $20,870,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Sioux Falls
- EIN
- 46-0224600
- Plan number
- 001
- Plan type
- 2
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- 418
- End-of-year plan assets
- $20,870,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 418 | H, C | 20241011053938NAL0043249986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,870,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,870,008
- Net assets (BOY)
- $18,038,881
Income & contributions
- Employer contributions
- $340,751
- Participant contributions
- $765,916
- Total contributions
- $1,108,612
- Total income / additions
- $4,003,387
Expenses & distributions
- Benefits paid
- $1,107,539
- Administrative expenses
- $64,721
- Total expenses
- $1,172,260
- Net increase / (decrease)
- $2,831,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $47,612 | $0 | 2023 |
| Hub Investment Advisors Inc | INVESTMENT ADVISOR | $34,316 | not reported in the loaded dataset | 2023 |
| Ascensus Inc | OTHER | $0 | $6,972 | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $6,314 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Sioux Falls
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Sioux Falls, SD
- Empower Annuity Insurance Company — Schedule C compensation
- Hub Investment Advisors Inc — Schedule C compensation
- Ascensus Inc — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation