University Of Saint Mary 401(K) Retirement Savings Plan — Form 5500 plan (University Of Saint Mary, Inc)
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 Saint Mary 401(K) Retirement Savings Plan is a benefit plan reported by University Of Saint Mary, Inc under EIN 48-0547846 and plan number 003. The latest loaded filing year is 2023. The filing reports 708 participants and $12,539,366 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Saint Mary, Inc
- EIN
- 48-0547846
- Plan number
- 003
- Plan type
- 2
- Location
- Leavenworth, KS
- Latest filing year
- 2023
- Participants
- 708
- End-of-year plan assets
- $12,539,366
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 708 | H, C | 20241014152537NAL0027704225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,539,366
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,539,366
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $553,896
- Participant contributions
- $772,940
- Total contributions
- $1,365,597
- Total income / additions
- $2,039,223
Expenses & distributions
- Benefits paid
- $805,914
- Administrative expenses
- $20,810
- Total expenses
- $826,724
- Net increase / (decrease)
- $1,212,499
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $20,810 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Eagleasset | NONE | $0 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| American Century Investment Managem | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Janus Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Alliance Global Funds | NONE | $0 | $0 | 2023 |
| Bny Mellon Investment Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Saint Mary, Inc
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Leavenworth, KS
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Pimco Funds — Schedule C compensation
- American Funds — Schedule C compensation
- Eagleasset — Schedule C compensation
- Columbia Funds — Schedule C compensation
- American Century Investment Managem — Schedule C compensation
- Fidelity — Schedule C compensation
- Janus Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Alliance Global Funds — Schedule C compensation
- Bny Mellon Investment Funds — Schedule C compensation