The Sullivan University System, Inc. 401(K) Plan — Form 5500 plan (The Sullivan University System, 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, The Sullivan University System, Inc. 401(K) Plan is a benefit plan reported by The Sullivan University System, Inc. under EIN 61-0596564 and plan number 003. The latest loaded filing year is 2023. The filing reports 546 participants and $20,821,500 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Sullivan University System, Inc.
EIN
61-0596564
Plan number
003
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
546
End-of-year plan assets
$20,821,500

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023546H, C20241015133911NAL0014736963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,821,500
Total liabilities (EOY)
$0
Net assets (EOY)
$20,821,500
Net assets (BOY)
$19,678,080

Income & contributions

Participant contributions
$1,048,407
Total contributions
$1,048,407
Total income / additions
$4,475,180

Expenses & distributions

Benefits paid
$3,277,649
Administrative expenses
$54,072
Total expenses
$3,331,760
Net increase / (decrease)
$1,143,420

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirment Plan SvcsRETAINED BY PLAN SPONSOR$27,158$02023
Wilshire Associates, Inc.RETAINED BY PLAN SPONSOR$26,471not reported in the loaded dataset2023

Related Form 5500 pages