Mcdaniel College Defined Contribution Retirement Plan — Form 5500 plan (Mcdaniel 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, Mcdaniel College Defined Contribution Retirement Plan is a benefit plan reported by Mcdaniel College under EIN 52-0591694 and plan number 001. The latest loaded filing year is 2023. The filing reports 931 participants and $131,813,755 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcdaniel College
- EIN
- 52-0591694
- Plan number
- 001
- Plan type
- 2
- Location
- Westminster, MD
- Latest filing year
- 2023
- Participants
- 931
- End-of-year plan assets
- $131,813,755
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 931 | H, C | 20250314124303NAL0035356832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $131,813,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,813,755
- Net assets (BOY)
- $120,600,174
Income & contributions
- Employer contributions
- $1,148,470
- Participant contributions
- $2,002,990
- Total contributions
- $3,243,916
- Total income / additions
- $20,654,303
Expenses & distributions
- Benefits paid
- $9,273,571
- Administrative expenses
- $158,071
- Total expenses
- $9,440,722
- Net increase / (decrease)
- $11,213,581
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | NONE | $97,601 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $38,472 | $0 | 2023 |
| Sc&H Attest Services, P.C. | NONE | $21,400 | not reported in the loaded dataset | 2023 |