Agnes Scott College Tax-Deferred Annuity 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 Tax-Deferred Annuity Plan is a benefit plan reported by Agnes Scott College under EIN 58-0566116 and plan number 004. The latest loaded filing year is 2023. The filing reports 307 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants307Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$3.2K1 Schedule C provider row(s)$3,185
- Plan sponsor
- Agnes Scott College
- EIN
- 58-0566116
- Plan number
- 004
- Plan type
- 2
- Location
- Decatur, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241015092833NAL0014310803001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $18,026,081
Income & contributions
- Participant contributions
- $228,895
- Total contributions
- $402,521
- Total income / additions
- $1,221,508
Expenses & distributions
- Benefits paid
- $145,879
- Administrative expenses
- $3,185
- Total expenses
- $147,101
- Net increase / (decrease)
- $1,074,407
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Benefits paid ÷ total income12%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $3,185 | $0 | 2023 |