Davidson College Tax-Deferred Annuity Plan — Form 5500 plan (Davidson 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, Davidson College Tax-Deferred Annuity Plan is a benefit plan reported by Davidson College under EIN 56-0529961 and plan number 002. The latest loaded filing year is 2023. The filing reports 917 participants and $127,584,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davidson College
- EIN
- 56-0529961
- Plan number
- 002
- Plan type
- 2
- Location
- Davidson, NC
- Latest filing year
- 2023
- Participants
- 917
- End-of-year plan assets
- $127,584,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 917 | H, C | 20241009093009NAL0009074275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $127,584,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,584,098
- Net assets (BOY)
- $110,376,679
Income & contributions
- Participant contributions
- $5,074,265
- Total contributions
- $5,683,392
- Total income / additions
- $22,174,073
Expenses & distributions
- Benefits paid
- $4,887,195
- Administrative expenses
- $79,459
- Total expenses
- $4,966,654
- Net increase / (decrease)
- $17,207,419
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $41,256 | $0 | 2023 |
| Fidelity Investments | RECORDKEEPER | $16,033 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners | INVESTMENT ADVISOR | $13,750 | not reported in the loaded dataset | 2023 |
| Long Cpa, Pllc | AUDITOR | $8,500 | not reported in the loaded dataset | 2023 |