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, Elon University Tax Deferred Annuity Plan is a benefit plan reported by Elon University under EIN 56-0532303 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,245 participants and $83,103,415 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,103,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,103,415
- Net assets (BOY)
- $72,270,654
Income & contributions
- Participant contributions
- $4,156,843
- Total contributions
- $6,191,610
- Total income / additions
- $15,360,638
Expenses & distributions
- Benefits paid
- $4,470,801
- Administrative expenses
- $57,076
- Total expenses
- $4,527,877
- Net increase / (decrease)
- $10,832,761