Maryville College Defined Contribution Retirement — Form 5500 plan (Maryville 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, Maryville College Defined Contribution Retirement is a benefit plan reported by Maryville College under EIN 62-0475691 and plan number 001. The latest loaded filing year is 2023. The filing reports 463 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maryville College
- EIN
- 62-0475691
- Plan number
- 001
- Plan type
- 2
- Location
- Maryville, TN
- Latest filing year
- 2023
- Participants
- 463
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 463 | H, C | 20240731135317NAL0048676226005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Net assets (BOY)
- $34,168,785
Income & contributions
- Employer contributions
- $446,353
- Participant contributions
- $704,215
- Total contributions
- $1,258,096
- Total income / additions
- $5,213,118
Expenses & distributions
- Benefits paid
- $3,705,685
- Administrative expenses
- $120,166
- Total expenses
- $3,825,851
- Net increase / (decrease)
- $1,387,267
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Millennium Advisory Services, Inc | not reported in the loaded dataset | $52,120 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | not reported in the loaded dataset | $26,691 | not reported in the loaded dataset | 2023 |
| Tiaa-Teachers Insurance And Annuity | not reported in the loaded dataset | $26,527 | $0 | 2023 |
| Crosslin Pllc | not reported in the loaded dataset | $11,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maryville College
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Maryville, TN
- Millennium Advisory Services, Inc — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Tiaa-Teachers Insurance And Annuity — Schedule C compensation
- Crosslin Pllc — Schedule C compensation