Nova Southeastern University 401(K) Plan — Form 5500 plan (Nova Southeastern University, Inc.)
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, Nova Southeastern University 401(K) Plan is a benefit plan reported by Nova Southeastern University, Inc. under EIN 59-1083502 and plan number 004. The latest loaded filing year is 2023. The filing reports 7,812 participants and $479,040,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nova Southeastern University, Inc.
- EIN
- 59-1083502
- Plan number
- 004
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 7,812
- End-of-year plan assets
- $479,040,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,812 | H, C | 20241014135149NAL0027470129004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $479,040,821
- Net assets (EOY)
- $479,040,821
- Net assets (BOY)
- $397,373,496
Income & contributions
- Employer contributions
- $23,075,133
- Participant contributions
- $19,048,145
- Total contributions
- $44,867,612
- Total income / additions
- $102,716,601
Expenses & distributions
- Benefits paid
- $20,554,418
- Administrative expenses
- $439,738
- Total expenses
- $21,049,276
- Net increase / (decrease)
- $81,667,325
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Insurance Association | not reported in the loaded dataset | $227,514 | $0 | 2023 |
| Nova Southeastern University, Inc. | not reported in the loaded dataset | $125,869 | not reported in the loaded dataset | 2023 |
| Captrust Financial Partners LLC | not reported in the loaded dataset | $40,000 | not reported in the loaded dataset | 2023 |
| Gunster, Yoakley, & Stewart Pa | not reported in the loaded dataset | $30,848 | not reported in the loaded dataset | 2023 |
| Ernst & Young Us, Llp | not reported in the loaded dataset | $25,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nova Southeastern University, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Lauderdale, FL
- Tiaa-Teachers Insurance Association — Schedule C compensation
- Nova Southeastern University, Inc. — Schedule C compensation
- Captrust Financial Partners LLC — Schedule C compensation
- Gunster, Yoakley, & Stewart Pa — Schedule C compensation
- Ernst & Young Us, Llp — Schedule C compensation