Agnes Scott College Defined Contribution Retirement Plan — Form 5500 plan (Agnes Scott 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, Agnes Scott College Defined Contribution Retirement Plan is a benefit plan reported by Agnes Scott College under EIN 58-0566116 and plan number 002. The latest loaded filing year is 2023. The filing reports 838 participants and $94,277,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agnes Scott College
- EIN
- 58-0566116
- Plan number
- 002
- Plan type
- 2
- Location
- Decatur, GA
- Latest filing year
- 2023
- Participants
- 838
- End-of-year plan assets
- $94,277,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 838 | H, C | 20241015093155NAL0014317283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,277,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,277,217
- Net assets (BOY)
- $70,477,013
Income & contributions
- Employer contributions
- $917,876
- Participant contributions
- $1,178,683
- Total contributions
- $2,520,605
- Total income / additions
- $13,712,242
Expenses & distributions
- Benefits paid
- $8,964,159
- Administrative expenses
- $48,307
- Total expenses
- $9,012,526
- Net increase / (decrease)
- $4,699,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $48,307 | $0 | 2023 |