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, Jacksonville University Defined Contribution Retirement Plan is a benefit plan reported by Jacksonville University under EIN 59-0624412 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,037 participants and $77,449,967 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,449,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,449,967
- Net assets (BOY)
- $69,060,759
Income & contributions
- Employer contributions
- $1,744,567
- Participant contributions
- $1,745,982
- Total contributions
- $3,515,756
- Total income / additions
- $13,509,717
Expenses & distributions
- Benefits paid
- $5,032,508
- Administrative expenses
- $88,001
- Total expenses
- $5,120,509
- Net increase / (decrease)
- $8,389,208